+6,049.8%
UNP vs PAAS
+1,235.6%
+4,814.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.3% |
| 7D | -5.3% | -2.9% | -2.5% | -5.2% |
| 30D | -1.5% | +6.8% | -8.3% | -2.1% |
| 3M | +10.3% | -2.9% | +13.1% | +10.1% |
| 6M | +9.7% | -16.4% | +26.1% | +10.4% |
| YTD | +27.1% | 0.0% | +27.1% | +25.9% |
| 1Y | +32.6% | +54.3% | -21.8% | +26.9% |
| 3Y | +40.0% | +230.7% | -190.7% | +24.8% |
| 5Y | +50.8% | +111.6% | -60.8% | +37.1% |
| 10Y | +278.6% | +211.7% | +66.9% | +220.8% |
| All | +6,049.8% | +1,235.6% | +4,814.2% | +4,833.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling