+282.5%
UNP vs TEAM
+481.6%
-199.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.3% |
| 7D | -1.7% | -4.7% | +2.9% | -1.4% |
| 30D | -2.1% | +17.0% | -19.1% | -3.4% |
| 3M | +5.4% | +85.9% | -80.5% | -0.5% |
| 6M | +13.4% | +116.7% | -103.3% | +4.6% |
| YTD | +25.0% | +9.6% | +15.3% | +22.9% |
| 1Y | +34.6% | -2.5% | +37.1% | +33.7% |
| 3Y | +43.6% | -14.0% | +57.6% | +41.4% |
| 5Y | +51.7% | -53.1% | +104.8% | +52.8% |
| 10Y | +282.5% | +502.9% | -220.4% | +165.3% |
| All | +282.5% | +481.6% | -199.1% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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