+279.5%
UNP vs SPXU
-99.5%
+379.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.5% | +0.9% |
| 7D | -1.2% | +6.4% | -7.5% | +0.7% |
| 30D | -2.0% | +5.9% | -7.9% | -0.2% |
| 3M | +7.5% | -11.7% | +19.2% | +4.0% |
| 6M | +15.3% | -28.7% | +44.0% | +5.3% |
| YTD | +25.4% | -26.4% | +51.8% | +16.1% |
| 1Y | +35.6% | -35.2% | +70.8% | +21.4% |
| 3Y | +44.1% | -79.8% | +123.9% | -2.5% |
| 5Y | +54.0% | -86.1% | +140.0% | +5.4% |
| All | +279.5% | -99.5% | +379.0% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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