+50.9%
UNP vs OPEN
-35.0%
+86.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.6% | +2.3% |
| 7D | -3.3% | -21.7% | +18.4% | -2.7% |
| 30D | +6.7% | -36.5% | +43.2% | +7.8% |
| 3M | +1.8% | -59.5% | +61.3% | +4.0% |
| 6M | +13.3% | -71.9% | +85.2% | +16.6% |
| YTD | +30.3% | -75.8% | +106.2% | +34.4% |
| 1Y | +36.9% | -78.5% | +115.4% | +41.3% |
| 3Y | +50.9% | -30.2% | +81.1% | +37.3% |
| All | +50.9% | -35.0% | +86.0% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling