+35.5%
UNP vs U
+24.0%
+11.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | -3.3% | +32.3% | -35.6% | -2.3% |
| 30D | +6.7% | +9.7% | -3.0% | +7.3% |
| 3M | +1.8% | +19.6% | -17.8% | +2.6% |
| 6M | +13.3% | +82.6% | -69.3% | +15.3% |
| YTD | +30.3% | +16.4% | +13.9% | +32.9% |
| All | +35.5% | +24.0% | +11.5% | +37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling