+91.1%
UNP vs OPEN
-72.1%
+163.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.2% |
| 7D | -1.7% | -2.9% | +1.2% | -1.6% |
| 30D | -2.1% | -13.8% | +11.7% | -1.7% |
| 3M | +5.4% | -30.9% | +36.3% | +6.5% |
| 6M | +13.4% | -40.9% | +54.3% | +14.9% |
| YTD | +25.0% | -48.5% | +73.5% | +27.0% |
| 1Y | +34.6% | -50.9% | +85.5% | +34.9% |
| 3Y | +43.6% | -20.6% | +64.3% | +33.9% |
| 5Y | +51.7% | -84.2% | +135.9% | +41.9% |
| All | +91.1% | -72.1% | +163.2% | +64.8% |
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