+277.6%
UNP vs RMD
+274.3%
+3.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -1.8% | -4.4% | +2.6% | -0.7% |
| 30D | -2.7% | -3.1% | +0.4% | -2.0% |
| 3M | +6.5% | +13.8% | -7.3% | +2.7% |
| 6M | +14.4% | -8.6% | +23.0% | +16.4% |
| YTD | +24.8% | -8.6% | +33.4% | +26.7% |
| 1Y | +34.4% | -19.7% | +54.1% | +40.9% |
| 3Y | +43.6% | +48.4% | -4.8% | +24.2% |
| 5Y | +53.2% | -22.7% | +75.9% | +56.9% |
| All | +277.6% | +274.3% | +3.3% | +144.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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