+277.6%
UNP vs TRI
+196.2%
+81.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.0% |
| 7D | -1.8% | -7.9% | +6.1% | +0.4% |
| 30D | -2.7% | -4.5% | +1.8% | -1.8% |
| 3M | +6.5% | +22.1% | -15.6% | -1.4% |
| 6M | +14.4% | -2.8% | +17.1% | +12.8% |
| YTD | +24.8% | -23.4% | +48.2% | +33.9% |
| 1Y | +34.4% | -41.5% | +75.9% | +61.8% |
| 3Y | +43.6% | -19.2% | +62.8% | +41.8% |
| 5Y | +53.2% | -9.4% | +62.6% | +39.4% |
| All | +277.6% | +196.2% | +81.4% | +101.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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