+32.6%
UNP vs SYY
+1.0%
+31.6%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.4% | +0.3% |
| 7D | -5.3% | -2.3% | -3.0% | -5.0% |
| 30D | -1.5% | -4.9% | +3.4% | -0.8% |
| 3M | +10.3% | +8.4% | +1.9% | +8.7% |
| 6M | +9.7% | -7.4% | +17.0% | +11.5% |
| YTD | +27.1% | +11.0% | +16.1% | +22.9% |
| 1Y | +32.6% | -0.2% | +32.8% | +29.6% |
| All | +32.6% | +1.0% | +31.6% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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