+288.4%
UNP vs GEN
+156.5%
+131.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.1% |
| 7D | -2.1% | -0.8% | -1.3% | -1.9% |
| 30D | +7.3% | +31.2% | -23.9% | +2.0% |
| 3M | +3.6% | +6.1% | -2.4% | +1.9% |
| 6M | +15.8% | +38.1% | -22.3% | +8.0% |
| YTD | +32.6% | +14.4% | +18.2% | +27.7% |
| 1Y | +37.2% | +15.1% | +22.1% | +31.9% |
| 3Y | +52.6% | +68.5% | -15.9% | +34.6% |
| 5Y | +40.6% | +35.8% | +4.8% | +27.0% |
| 10Y | +288.4% | +155.4% | +133.1% | +197.5% |
| All | +288.4% | +156.5% | +131.9% | +197.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling