+9,321.7%
UNP vs TGT
+6,379.3%
+2,942.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -5.3% | +0.8% | -6.1% | -5.6% |
| 30D | -1.5% | +12.2% | -13.7% | -4.7% |
| 3M | +10.3% | +33.8% | -23.5% | +1.3% |
| 6M | +9.7% | +39.3% | -29.6% | -0.6% |
| YTD | +27.1% | +72.9% | -45.8% | +8.3% |
| 1Y | +32.6% | +84.6% | -52.0% | +10.5% |
| 3Y | +40.0% | +46.2% | -6.2% | +19.9% |
| 5Y | +50.8% | -21.3% | +72.2% | +49.0% |
| 10Y | +278.6% | +213.5% | +65.1% | +140.7% |
| All | +9,321.7% | +6,379.3% | +2,942.4% | +2,543.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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