+35.9%
UNP vs P
-0.9%
+36.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.5% | -6.2% | -2.6% |
| 7D | -4.6% | -23.8% | +19.3% | -4.9% |
| 30D | +5.6% | -36.6% | +42.3% | +5.1% |
| 3M | -1.3% | +10.9% | -12.2% | -1.5% |
| 6M | +9.2% | +30.0% | -20.7% | +9.2% |
| YTD | +27.3% | +44.4% | -17.0% | +27.4% |
| 1Y | +35.9% | +3.9% | +32.0% | +35.5% |
| All | +35.9% | -0.9% | +36.8% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 1y: compounded portfolio wealth divided by compounded P 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…
1y analysis · Full analysis span regression · 6 months rolling