+64.7%
UNP vs U
-43.0%
+107.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.5% |
| 7D | -0.7% | +4.5% | -5.2% | -1.0% |
| 30D | -1.1% | -0.6% | -0.6% | -1.1% |
| 3M | +7.9% | +48.4% | -40.6% | +5.7% |
| 6M | +14.6% | +115.4% | -100.7% | +9.9% |
| YTD | +26.6% | -3.2% | +29.8% | +25.8% |
| 1Y | +35.6% | -6.0% | +41.6% | +34.5% |
| 3Y | +45.5% | +13.5% | +32.0% | +39.0% |
| 5Y | +50.0% | -68.0% | +118.0% | +42.1% |
| All | +64.7% | -43.0% | +107.7% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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