+40.2%
UNP vs SNPS
+30.3%
+9.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.4% |
| 7D | +4.2% | +1.1% | +3.2% | +4.1% |
| 30D | +5.6% | -5.2% | +10.7% | +6.1% |
| 3M | +2.0% | +10.6% | -8.5% | +0.5% |
| 6M | +15.4% | -10.6% | +26.0% | +16.3% |
| YTD | +32.7% | -3.1% | +35.8% | +31.7% |
| 1Y | +39.4% | +15.6% | +23.9% | +34.7% |
| 3Y | +54.3% | -12.9% | +67.2% | +47.0% |
| All | +40.2% | +30.3% | +9.9% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling