+277.6%
UNP vs TRU
+147.2%
+130.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.8% |
| 7D | -1.8% | -2.7% | +0.9% | -1.0% |
| 30D | -2.7% | -2.0% | -0.7% | -2.3% |
| 3M | +6.5% | +18.4% | -11.9% | +0.2% |
| 6M | +14.4% | +8.9% | +5.5% | +9.8% |
| YTD | +24.8% | -8.9% | +33.7% | +25.7% |
| 1Y | +34.4% | -15.9% | +50.3% | +38.2% |
| 3Y | +43.6% | -1.1% | +44.7% | +32.1% |
| 5Y | +53.2% | -35.2% | +88.4% | +63.4% |
| All | +277.6% | +147.2% | +130.5% | +178.5% |
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