+277.6%
UNP vs SYY
+116.5%
+161.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | -1.8% | +3.9% | -5.7% | -3.3% |
| 30D | -2.7% | -1.7% | -1.0% | -2.1% |
| 3M | +6.5% | +5.2% | +1.3% | +4.2% |
| 6M | +14.4% | -0.2% | +14.6% | +13.3% |
| YTD | +24.8% | +15.4% | +9.4% | +16.3% |
| 1Y | +34.4% | +5.6% | +28.8% | +29.6% |
| 3Y | +43.6% | +28.9% | +14.7% | +27.0% |
| 5Y | +53.2% | +24.1% | +29.2% | +35.6% |
| All | +277.6% | +116.5% | +161.1% | +160.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling