+293.8%
UNP vs PAAS
+178.0%
+115.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.9% | -0.5% | +2.2% |
| 7D | -3.3% | +8.8% | -12.1% | -3.7% |
| 30D | +6.7% | -8.5% | +15.2% | +7.1% |
| 3M | +1.8% | -17.0% | +18.8% | +2.6% |
| 6M | +13.3% | -27.9% | +41.2% | +14.9% |
| YTD | +30.3% | -17.5% | +47.8% | +30.5% |
| 1Y | +36.9% | +22.8% | +14.1% | +33.5% |
| 3Y | +50.9% | +224.2% | -173.3% | +35.5% |
| 5Y | +37.9% | +73.6% | -35.7% | +27.1% |
| 10Y | +293.8% | +186.4% | +107.4% | +255.3% |
| All | +293.8% | +178.0% | +115.8% | +255.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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