+55.2%
UNP vs PAAS
+197.4%
-142.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +0.8% |
| 7D | +2.1% | -7.0% | +9.1% | +2.3% |
| 30D | +7.7% | -15.3% | +23.0% | +8.1% |
| 3M | +4.0% | -27.7% | +31.8% | +4.8% |
| 6M | +15.7% | -40.5% | +56.1% | +17.2% |
| YTD | +33.5% | -26.5% | +60.0% | +33.7% |
| 1Y | +38.9% | -0.8% | +39.7% | +37.2% |
| All | +55.2% | +197.4% | -142.2% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling