+50.0%
UNP vs OPEN
-84.0%
+134.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.3% |
| 7D | -0.7% | +1.0% | -1.7% | -0.8% |
| 30D | -1.1% | -11.9% | +10.8% | -0.7% |
| 3M | +7.9% | -28.8% | +36.6% | +8.9% |
| 6M | +14.6% | -38.6% | +53.2% | +16.1% |
| YTD | +26.6% | -47.3% | +73.9% | +28.6% |
| 1Y | +35.6% | -49.2% | +84.7% | +35.7% |
| 3Y | +45.5% | -18.8% | +64.3% | +35.1% |
| 5Y | +50.0% | -83.6% | +133.6% | +36.0% |
| All | +50.0% | -84.0% | +134.0% | +36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling