+9,738.8%
UNP vs HRB
+3,424.8%
+6,313.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | +4.2% | -5.1% | +9.3% | +5.5% |
| 30D | +5.6% | +8.7% | -3.1% | +3.4% |
| 3M | +2.0% | -5.4% | +7.4% | +2.9% |
| 6M | +15.4% | +41.6% | -26.2% | +5.1% |
| YTD | +32.7% | +18.7% | +14.1% | +24.1% |
| 1Y | +39.4% | +16.4% | +23.0% | +30.8% |
| 3Y | +54.3% | +22.0% | +32.3% | +40.6% |
| 5Y | +39.6% | +141.2% | -101.6% | +5.3% |
| 10Y | +288.9% | +223.1% | +65.7% | +155.9% |
| All | +9,738.8% | +3,424.8% | +6,313.9% | +3,188.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling