+45.5%
UNP vs TAP
-31.5%
+77.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | +0.5% |
| 7D | -0.7% | -2.3% | +1.6% | -0.3% |
| 30D | -1.1% | -9.4% | +8.3% | +0.9% |
| 3M | +7.9% | -0.8% | +8.7% | +7.6% |
| 6M | +14.6% | -14.7% | +29.4% | +18.3% |
| YTD | +26.6% | -13.9% | +40.5% | +30.0% |
| 1Y | +35.6% | -18.6% | +54.2% | +41.1% |
| 3Y | +45.5% | -32.0% | +77.5% | +54.6% |
| All | +45.5% | -31.5% | +77.0% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TAP 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling