+9,339.3%
UNP vs HAS
+4,652.9%
+4,686.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -4.6% | -0.2% | -4.4% | -4.5% |
| 30D | +5.6% | +31.0% | -25.4% | -1.5% |
| 3M | -1.3% | +30.7% | -32.0% | -8.1% |
| 6M | +9.2% | +23.9% | -14.7% | +2.7% |
| YTD | +27.3% | +48.3% | -21.0% | +14.1% |
| 1Y | +35.9% | +60.2% | -24.3% | +19.3% |
| 3Y | +45.5% | +189.2% | -143.8% | +7.7% |
| 5Y | +36.0% | +50.4% | -14.4% | +16.3% |
| 10Y | +307.2% | +104.2% | +203.0% | +204.8% |
| All | +9,339.3% | +4,652.9% | +4,686.4% | +3,211.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling