+56.6%
UNP vs ONON
-24.2%
+80.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | -1.2% | -5.3% | +4.2% | -0.6% |
| 30D | -2.0% | -13.1% | +11.2% | -0.6% |
| 3M | +7.5% | -29.3% | +36.9% | +10.7% |
| 6M | +15.3% | -34.5% | +49.9% | +19.3% |
| YTD | +25.4% | -42.2% | +67.6% | +31.3% |
| 1Y | +35.6% | -37.3% | +72.9% | +40.4% |
| 3Y | +44.1% | -9.3% | +53.4% | +40.7% |
| All | +56.6% | -24.2% | +80.8% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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