+51.9%
UNP vs SUI
+17.8%
+34.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.5% |
| 7D | -0.9% | +3.4% | -4.4% | -2.0% |
| 30D | +8.0% | +4.6% | +3.4% | +6.3% |
| 3M | +3.3% | +1.6% | +1.8% | +2.6% |
| 6M | +14.7% | -3.5% | +18.2% | +15.5% |
| YTD | +31.9% | -1.0% | +32.9% | +31.7% |
| 1Y | +37.1% | -1.7% | +38.8% | +37.2% |
| 3Y | +51.9% | +18.4% | +33.5% | +37.3% |
| All | +51.9% | +17.8% | +34.1% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling