+40.2%
UNP vs MET
+85.0%
-44.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.3% | -0.9% |
| 7D | +4.2% | +4.5% | -0.2% | +2.4% |
| 30D | +5.6% | +3.5% | +2.0% | +4.1% |
| 3M | +2.0% | +5.9% | -3.9% | -0.5% |
| 6M | +15.4% | +33.1% | -17.7% | +2.1% |
| YTD | +32.7% | +33.6% | -0.8% | +16.7% |
| 1Y | +39.4% | +32.7% | +6.7% | +22.8% |
| 3Y | +54.3% | +85.0% | -30.7% | +16.4% |
| All | +40.2% | +85.0% | -44.8% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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