+9,728.0%
UNP vs GEN
+8,834.5%
+893.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.3% |
| 7D | -2.1% | -0.8% | -1.3% | -2.0% |
| 30D | +7.3% | +31.2% | -23.9% | +3.9% |
| 3M | +3.6% | +6.1% | -2.4% | +2.5% |
| 6M | +15.8% | +38.1% | -22.3% | +10.9% |
| YTD | +32.6% | +14.4% | +18.2% | +29.2% |
| 1Y | +37.2% | +15.1% | +22.1% | +33.6% |
| 3Y | +52.6% | +68.5% | -15.9% | +41.5% |
| 5Y | +40.6% | +35.8% | +4.8% | +32.4% |
| 10Y | +288.4% | +155.4% | +133.1% | +233.2% |
| All | +9,728.0% | +8,834.5% | +893.5% | +5,581.3% |
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 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