+277.6%
UNP vs NI
+143.3%
+134.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.8% | 0.0% | -1.9% | -1.8% |
| 30D | -2.7% | -1.4% | -1.3% | -2.3% |
| 3M | +6.5% | -10.6% | +17.1% | +11.1% |
| 6M | +14.4% | -9.3% | +23.7% | +18.6% |
| YTD | +24.8% | +1.1% | +23.7% | +23.9% |
| 1Y | +34.4% | +3.4% | +31.0% | +32.1% |
| 3Y | +43.6% | +67.9% | -24.3% | +14.3% |
| 5Y | +53.2% | +98.0% | -44.7% | +13.4% |
| All | +277.6% | +143.3% | +134.4% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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