+279.5%
UNP vs HRB
+207.5%
+72.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.5% |
| 7D | -1.2% | -12.2% | +11.0% | +1.6% |
| 30D | -2.0% | -3.0% | +1.0% | -1.8% |
| 3M | +7.5% | +21.7% | -14.2% | +2.0% |
| 6M | +15.3% | +52.3% | -37.0% | +2.9% |
| YTD | +25.4% | +6.5% | +18.9% | +21.5% |
| 1Y | +35.6% | -6.7% | +42.3% | +35.4% |
| 3Y | +44.1% | +25.1% | +19.0% | +30.6% |
| 5Y | +54.0% | +113.8% | -59.8% | +17.8% |
| All | +279.5% | +207.5% | +72.0% | +149.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling