+271.8%
UNP vs PAAS
+197.3%
+74.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | -0.7% | +2.0% | -2.7% | -0.9% |
| 30D | -1.1% | -0.1% | -1.1% | -1.2% |
| 3M | +7.9% | +8.2% | -0.4% | +7.2% |
| 6M | +14.6% | -13.8% | +28.4% | +15.1% |
| YTD | +26.6% | -0.6% | +27.2% | +25.6% |
| 1Y | +35.6% | +44.0% | -8.4% | +30.8% |
| 3Y | +45.5% | +246.6% | -201.1% | +29.8% |
| 5Y | +50.0% | +116.1% | -66.1% | +36.2% |
| 10Y | +271.8% | +202.7% | +69.1% | +237.9% |
| All | +271.8% | +197.3% | +74.5% | +237.9% |
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