+135.3%
UNP vs PDD
+213.3%
-78.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.6% |
| 7D | -4.6% | +5.6% | -10.2% | -4.8% |
| 30D | +5.6% | +5.8% | -0.1% | +5.3% |
| 3M | -1.3% | -8.6% | +7.3% | -0.9% |
| 6M | +9.2% | -18.8% | +28.1% | +10.1% |
| YTD | +27.3% | -26.8% | +54.1% | +28.9% |
| 1Y | +35.9% | -39.3% | +75.2% | +38.7% |
| 3Y | +45.5% | -22.5% | +68.0% | +45.1% |
| 5Y | +36.0% | -0.8% | +36.8% | +30.9% |
| All | +135.3% | +213.3% | -78.0% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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