+52.2%
UNP vs HAS
+13.4%
+38.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -5.3% | -1.8% | -3.5% | -4.9% |
| 30D | -1.5% | +2.3% | -3.8% | -2.1% |
| 3M | +10.3% | +10.4% | -0.1% | +7.3% |
| 6M | +9.7% | -3.2% | +12.9% | +9.9% |
| YTD | +27.1% | +15.4% | +11.7% | +22.1% |
| 1Y | +32.6% | +18.8% | +13.8% | +26.3% |
| 3Y | +40.0% | +43.9% | -4.0% | +25.5% |
| All | +52.2% | +13.4% | +38.8% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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