+6,056.5%
UNP vs RMD
+36,837.6%
-30,781.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | -5.3% | -5.0% | -0.4% | -4.6% |
| 30D | -1.5% | +2.2% | -3.8% | -1.9% |
| 3M | +10.3% | +17.8% | -7.6% | +7.2% |
| 6M | +9.7% | -11.3% | +21.0% | +11.4% |
| YTD | +27.1% | -4.4% | +31.5% | +27.5% |
| 1Y | +32.6% | -15.7% | +48.3% | +35.6% |
| 3Y | +40.0% | +47.7% | -7.8% | +28.9% |
| 5Y | +50.8% | -19.2% | +70.1% | +51.1% |
| 10Y | +278.6% | +280.4% | -1.8% | +195.4% |
| All | +6,056.5% | +36,837.6% | -30,781.1% | +3,327.5% |
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