+274.7%
UNP vs SUI
+108.4%
+166.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -5.3% | -2.8% | -2.5% | -4.3% |
| 30D | -1.5% | -1.2% | -0.4% | -1.2% |
| 3M | +10.3% | -1.7% | +12.0% | +10.8% |
| 6M | +9.7% | -10.5% | +20.1% | +13.9% |
| YTD | +27.1% | -1.8% | +28.9% | +27.5% |
| 1Y | +32.6% | -4.1% | +36.7% | +34.0% |
| 3Y | +40.0% | +11.3% | +28.7% | +31.4% |
| 5Y | +50.8% | -32.1% | +82.9% | +68.5% |
| All | +274.7% | +108.4% | +166.3% | +222.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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