+50.0%
UNP vs TEAM
-53.6%
+103.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.9% | +6.5% | 0.0% |
| 7D | -0.7% | -5.7% | +4.9% | -0.5% |
| 30D | -1.1% | +18.3% | -19.5% | -2.1% |
| 3M | +7.9% | +80.2% | -72.4% | +3.8% |
| 6M | +14.6% | +111.0% | -96.3% | +8.6% |
| YTD | +26.6% | +8.8% | +17.8% | +26.3% |
| 1Y | +35.6% | +2.2% | +33.4% | +35.8% |
| 3Y | +45.5% | -14.6% | +60.1% | +45.5% |
| 5Y | +50.0% | -53.8% | +103.8% | +50.4% |
| All | +50.0% | -53.6% | +103.6% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling