+9,283.6%
UNP vs TROW
+14,398.8%
-5,115.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -0.7% | +0.4% | -1.2% | -0.9% |
| 30D | -1.1% | -4.0% | +2.9% | +0.1% |
| 3M | +7.9% | +5.0% | +2.9% | +6.0% |
| 6M | +14.6% | +24.3% | -9.7% | +7.0% |
| YTD | +26.6% | +9.8% | +16.8% | +22.3% |
| 1Y | +35.6% | +6.4% | +29.1% | +31.9% |
| 3Y | +45.5% | +15.8% | +29.7% | +36.5% |
| 5Y | +50.0% | -37.3% | +87.3% | +64.7% |
| 10Y | +271.8% | +130.6% | +141.2% | +179.8% |
| All | +9,283.6% | +14,398.8% | -5,115.1% | +3,306.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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