+50.0%
UNP vs GEN
+22.3%
+27.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | +0.1% |
| 7D | -0.7% | -0.7% | 0.0% | -0.6% |
| 30D | -1.1% | +2.6% | -3.8% | -1.7% |
| 3M | +7.9% | +15.8% | -7.9% | +4.8% |
| 6M | +14.6% | +33.1% | -18.5% | +8.1% |
| YTD | +26.6% | +11.3% | +15.3% | +24.0% |
| 1Y | +35.6% | +1.7% | +33.9% | +35.5% |
| 3Y | +45.5% | +58.1% | -12.6% | +30.7% |
| 5Y | +50.0% | +20.6% | +29.4% | +43.0% |
| All | +50.0% | +22.3% | +27.7% | +43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling