+35.9%
UNP vs RY
+40.6%
-4.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.2% |
| 7D | -4.6% | -0.9% | -3.7% | -4.2% |
| 30D | +5.6% | +5.9% | -0.2% | +4.4% |
| 3M | -1.3% | -4.3% | +3.0% | -0.1% |
| 6M | +9.2% | +12.1% | -2.9% | +3.0% |
| YTD | +27.3% | +20.3% | +7.1% | +15.2% |
| 1Y | +35.9% | +41.0% | -5.1% | +13.3% |
| All | +35.9% | +40.6% | -4.7% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling