+36.3%
UNP vs GEN
+0.8%
+35.5%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | -0.3% |
| 7D | -0.7% | -0.7% | 0.0% | -0.7% |
| 30D | -1.1% | +2.6% | -3.8% | -1.1% |
| 3M | +7.9% | +15.8% | -7.9% | +7.7% |
| 6M | +14.6% | +33.1% | -18.5% | +16.6% |
| YTD | +26.6% | +11.3% | +15.3% | +35.0% |
| All | +36.3% | +0.8% | +35.5% | +50.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling