+277.6%
UNP vs SU
+267.2%
+10.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.3% | -0.4% |
| 7D | -1.8% | +2.2% | -4.0% | -2.4% |
| 30D | -2.7% | +8.4% | -11.2% | -4.9% |
| 3M | +6.5% | +12.1% | -5.6% | +2.9% |
| 6M | +14.4% | +19.7% | -5.3% | +7.9% |
| YTD | +24.8% | +58.4% | -33.6% | +8.7% |
| 1Y | +34.4% | +67.2% | -32.8% | +15.2% |
| 3Y | +43.6% | +125.0% | -81.5% | +10.9% |
| 5Y | +53.2% | +355.1% | -301.8% | -8.8% |
| All | +277.6% | +267.2% | +10.4% | +130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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