+35.6%
UNP vs SPXU
-34.8%
+70.4%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.5% | +0.5% |
| 7D | -1.2% | +6.4% | -7.5% | -0.6% |
| 30D | -2.0% | +5.9% | -7.9% | -1.4% |
| 3M | +7.5% | -11.7% | +19.2% | +6.4% |
| 6M | +15.3% | -28.7% | +44.0% | +10.3% |
| YTD | +25.4% | -26.4% | +51.8% | +20.8% |
| 1Y | +35.6% | -35.2% | +70.8% | +28.2% |
| All | +35.6% | -34.8% | +70.4% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling