+35.6%
UNP vs TRMB
-29.0%
+64.6%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.3% | +0.4% |
| 7D | -1.2% | -5.4% | +4.3% | -0.7% |
| 30D | -2.0% | -2.0% | 0.0% | -1.8% |
| 3M | +7.5% | +12.3% | -4.8% | +6.4% |
| 6M | +15.3% | -17.6% | +33.0% | +16.3% |
| YTD | +25.4% | -27.5% | +52.9% | +28.8% |
| 1Y | +35.6% | -29.1% | +64.7% | +39.3% |
| All | +35.6% | -29.0% | +64.6% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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