+101.7%
UNP vs OPEN
-87.8%
+189.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.1% | +8.3% | +1.5% |
| 7D | -0.9% | -24.7% | +23.8% | -0.1% |
| 30D | +8.0% | -41.0% | +49.0% | +9.8% |
| 3M | +3.3% | -62.4% | +65.7% | +6.6% |
| 6M | +14.7% | -73.9% | +88.6% | +19.4% |
| YTD | +31.9% | -77.5% | +109.5% | +37.6% |
| 1Y | +37.1% | -83.6% | +120.7% | +44.3% |
| 3Y | +51.9% | -37.0% | +88.9% | +42.0% |
| 5Y | +39.3% | -93.3% | +132.6% | +34.1% |
| All | +101.7% | -87.8% | +189.5% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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