+94.3%
UNP vs OPEN
-70.7%
+165.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.1% |
| 7D | -5.3% | -4.3% | -1.1% | -5.2% |
| 30D | -1.5% | -16.2% | +14.7% | -1.0% |
| 3M | +10.3% | -36.4% | +46.6% | +11.7% |
| 6M | +9.7% | -35.5% | +45.1% | +10.8% |
| YTD | +27.1% | -46.0% | +73.1% | +29.0% |
| 1Y | +32.6% | -47.1% | +79.7% | +32.5% |
| 3Y | +40.0% | -19.0% | +59.0% | +30.5% |
| 5Y | +50.8% | -83.6% | +134.4% | +40.9% |
| All | +94.3% | -70.7% | +165.0% | +67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling