+9,283.7%
UNP vs SYY
+4,446.6%
+4,837.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -0.7% | -2.8% | +2.0% | +0.2% |
| 30D | -1.1% | -5.3% | +4.1% | +0.7% |
| 3M | +7.9% | +5.1% | +2.8% | +5.8% |
| 6M | +14.6% | -5.0% | +19.6% | +15.6% |
| YTD | +26.6% | +10.7% | +15.9% | +20.7% |
| 1Y | +35.6% | +0.7% | +34.9% | +33.4% |
| 3Y | +45.5% | +24.0% | +21.5% | +32.4% |
| 5Y | +50.0% | +19.3% | +30.7% | +36.7% |
| 10Y | +271.8% | +96.4% | +175.4% | +168.8% |
| All | +9,283.7% | +4,446.6% | +4,837.1% | +2,990.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling