+100.7%
UNP vs PINS
-20.2%
+120.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.3% |
| 7D | -0.9% | -6.9% | +6.0% | -0.2% |
| 30D | +8.0% | -11.4% | +19.5% | +9.3% |
| 3M | +3.3% | -22.2% | +25.6% | +5.8% |
| 6M | +14.7% | -10.9% | +25.6% | +15.3% |
| YTD | +31.9% | -26.8% | +58.7% | +34.6% |
| 1Y | +37.1% | -29.8% | +66.9% | +40.5% |
| 3Y | +51.9% | -39.0% | +90.9% | +54.5% |
| 5Y | +39.3% | -58.7% | +98.0% | +43.2% |
| All | +100.7% | -20.2% | +120.9% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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