+398.2%
UNP vs TEAM
+625.2%
-227.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +2.1% | -16.9% | +19.0% | +3.4% |
| 30D | +7.7% | -26.8% | +34.5% | +10.0% |
| 3M | +4.0% | -1.9% | +5.9% | +3.7% |
| 6M | +15.7% | +79.2% | -63.5% | +9.1% |
| YTD | +33.5% | -6.1% | +39.6% | +32.3% |
| 1Y | +38.9% | -2.1% | +41.0% | +37.1% |
| 3Y | +53.7% | -13.6% | +67.3% | +50.5% |
| 5Y | +40.4% | -65.8% | +106.2% | +44.5% |
| 10Y | +291.1% | +454.0% | -162.9% | +207.8% |
| All | +398.2% | +625.2% | -227.0% | +292.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling