+50.9%
UNP vs O
+36.9%
+14.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.0% |
| 7D | -3.3% | +3.3% | -6.6% | -4.6% |
| 30D | +6.7% | +10.3% | -3.6% | +2.4% |
| 3M | +1.8% | -3.5% | +5.3% | +3.2% |
| 6M | +13.3% | -1.3% | +14.6% | +13.8% |
| YTD | +30.3% | +10.3% | +20.0% | +25.3% |
| 1Y | +36.9% | +10.4% | +26.5% | +31.6% |
| 3Y | +50.9% | +40.0% | +10.9% | +26.3% |
| All | +50.9% | +36.9% | +14.0% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 3y: compounded portfolio wealth divided by compounded O 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…
3y analysis · Full analysis span regression · 6 months rolling