+282.5%
UNP vs SNPS
+562.2%
-279.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -1.7% | -5.5% | +3.7% | -0.6% |
| 30D | -2.1% | -4.5% | +2.4% | -1.5% |
| 3M | +5.4% | -15.5% | +20.9% | +8.7% |
| 6M | +13.4% | -10.1% | +23.4% | +14.3% |
| YTD | +25.0% | -16.3% | +41.2% | +27.3% |
| 1Y | +34.6% | -34.9% | +69.5% | +41.2% |
| 3Y | +43.6% | -14.4% | +58.0% | +31.5% |
| 5Y | +51.7% | +17.9% | +33.8% | +18.5% |
| 10Y | +282.5% | +574.2% | -291.7% | +39.3% |
| All | +282.5% | +562.2% | -279.7% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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