+42.6%
UNP vs TE
-16.5%
+59.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.5% | +5.2% | +1.6% |
| 7D | +3.6% | +3.8% | -0.2% | +3.7% |
| 30D | +11.4% | -26.2% | +37.6% | +10.8% |
| 3M | +4.6% | -49.7% | +54.3% | +3.5% |
| 6M | +18.3% | -46.5% | +64.8% | +17.8% |
| YTD | +35.4% | -59.1% | +94.5% | +34.1% |
| 1Y | +42.6% | -25.8% | +68.4% | +40.8% |
| All | +42.6% | -16.5% | +59.1% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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