+35.6%
UNP vs PAAS
+43.8%
-8.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | -0.7% | +2.0% | -2.7% | -0.7% |
| 30D | -1.1% | -0.1% | -1.1% | -1.2% |
| 3M | +7.9% | +8.2% | -0.4% | +8.0% |
| 6M | +14.6% | -13.8% | +28.4% | +14.4% |
| YTD | +26.6% | -0.6% | +27.2% | +26.5% |
| 1Y | +35.6% | +44.0% | -8.4% | +34.2% |
| All | +35.6% | +43.8% | -8.2% | +34.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling