+278.9%
UNP vs TRU
+183.1%
+95.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +4.2% | 0.0% | +4.2% | +4.2% |
| 30D | +5.6% | +21.3% | -15.7% | -1.0% |
| 3M | +2.0% | +0.2% | +1.8% | +1.2% |
| 6M | +15.4% | +22.4% | -7.0% | +6.6% |
| YTD | +32.7% | -4.8% | +37.6% | +31.2% |
| 1Y | +39.4% | -0.2% | +39.6% | +35.4% |
| 3Y | +54.3% | +57.9% | -3.6% | +19.9% |
| 5Y | +39.6% | -26.1% | +65.8% | +41.0% |
| All | +278.9% | +183.1% | +95.8% | +162.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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