+52.9%
UNP vs NXT
+171.8%
-118.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | -1.1% |
| 7D | -1.7% | -0.2% | -1.5% | -1.7% |
| 30D | -2.1% | -20.0% | +17.8% | -1.0% |
| 3M | +5.4% | -30.9% | +36.4% | +7.2% |
| 6M | +13.4% | -23.8% | +37.2% | +14.0% |
| YTD | +25.0% | -5.4% | +30.4% | +23.7% |
| 1Y | +34.6% | +28.0% | +6.5% | +30.0% |
| 3Y | +43.6% | +93.3% | -49.7% | +31.0% |
| All | +52.9% | +171.8% | -118.8% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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