+279.5%
UNP vs TRGP
+868.8%
-589.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -1.2% | -0.6% | -0.6% | -1.0% |
| 30D | -2.0% | +10.0% | -11.9% | -4.3% |
| 3M | +7.5% | +7.6% | -0.1% | +5.4% |
| 6M | +15.3% | +26.8% | -11.4% | +8.5% |
| YTD | +25.4% | +60.6% | -35.1% | +11.5% |
| 1Y | +35.6% | +82.5% | -46.9% | +16.6% |
| 3Y | +44.1% | +265.0% | -220.9% | +3.5% |
| 5Y | +54.0% | +645.9% | -591.9% | -7.9% |
| All | +279.5% | +868.8% | -589.3% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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