+6,322.0%
UNP vs RMD
+38,591.4%
-32,269.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.2% |
| 7D | -2.1% | -0.8% | -1.3% | -1.9% |
| 30D | +7.3% | +1.7% | +5.6% | +6.9% |
| 3M | +3.6% | +6.4% | -2.8% | +2.4% |
| 6M | +15.8% | +20.7% | -4.9% | +11.9% |
| YTD | +32.6% | -0.2% | +32.7% | +31.9% |
| 1Y | +37.2% | -4.5% | +41.7% | +37.4% |
| 3Y | +52.6% | +70.5% | -17.9% | +37.3% |
| 5Y | +40.6% | -1.6% | +42.2% | +36.4% |
| 10Y | +288.4% | +343.9% | -55.5% | +195.9% |
| All | +6,322.0% | +38,591.4% | -32,269.4% | +3,443.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling