+9,283.6%
UNP vs SU
+60,758.6%
-51,474.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.4% |
| 7D | -0.7% | -1.0% | +0.2% | -0.7% |
| 30D | -1.1% | +13.7% | -14.8% | -1.1% |
| 3M | +7.9% | +8.0% | -0.2% | +7.9% |
| 6M | +14.6% | +21.0% | -6.4% | +14.6% |
| YTD | +26.6% | +56.2% | -29.7% | +26.6% |
| 1Y | +35.6% | +72.2% | -36.6% | +35.5% |
| 3Y | +45.5% | +118.1% | -72.6% | +45.4% |
| 5Y | +50.0% | +350.3% | -300.3% | +49.9% |
| 10Y | +271.8% | +248.5% | +23.4% | +271.5% |
| All | +9,283.6% | +60,758.6% | -51,474.9% | +9,508.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling