+35.6%
UNP vs TRGP
+84.8%
-49.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -1.2% | -0.6% | -0.6% | -1.1% |
| 30D | -2.0% | +10.0% | -11.9% | -3.1% |
| 3M | +7.5% | +7.6% | -0.1% | +6.6% |
| 6M | +15.3% | +26.8% | -11.4% | +11.3% |
| YTD | +25.4% | +60.6% | -35.1% | +17.2% |
| 1Y | +35.6% | +82.5% | -46.9% | +25.6% |
| All | +35.6% | +84.8% | -49.2% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling