+9,321.7%
UNP vs GEN
+8,838.9%
+482.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.4% |
| 7D | -5.3% | -1.2% | -4.2% | -5.2% |
| 30D | -1.5% | +10.1% | -11.7% | -2.7% |
| 3M | +10.3% | +16.1% | -5.8% | +8.2% |
| 6M | +9.7% | +38.9% | -29.2% | +5.0% |
| YTD | +27.1% | +14.4% | +12.7% | +24.3% |
| 1Y | +32.6% | +5.9% | +26.7% | +30.8% |
| 3Y | +40.0% | +58.8% | -18.8% | +31.0% |
| 5Y | +50.8% | +24.7% | +26.2% | +43.9% |
| 10Y | +278.6% | +163.1% | +115.6% | +224.8% |
| All | +9,321.7% | +8,838.9% | +482.9% | +5,366.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling