+282.5%
UNP vs NDAQ
+374.8%
-92.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.9% |
| 7D | -1.7% | -1.6% | -0.2% | -1.1% |
| 30D | -2.1% | -1.5% | -0.7% | -1.6% |
| 3M | +5.4% | +8.0% | -2.6% | +1.6% |
| 6M | +13.4% | +7.7% | +5.7% | +8.9% |
| YTD | +25.0% | -2.3% | +27.3% | +24.4% |
| 1Y | +34.6% | +0.6% | +34.0% | +31.8% |
| 3Y | +43.6% | +90.9% | -47.3% | +2.0% |
| 5Y | +51.7% | +52.5% | -0.7% | +17.8% |
| 10Y | +282.5% | +380.3% | -97.7% | +57.5% |
| All | +282.5% | +374.8% | -92.2% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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