+45.5%
UNP vs U
+81.5%
-36.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.5% | -8.1% | -2.8% |
| 7D | -4.6% | +36.6% | -41.1% | -5.6% |
| 30D | +5.6% | +13.3% | -7.7% | +5.1% |
| 3M | -1.3% | +26.2% | -27.5% | -2.3% |
| 6M | +9.2% | +88.7% | -79.5% | +6.2% |
| YTD | +27.3% | +16.6% | +10.8% | +26.3% |
| 1Y | +35.9% | +29.0% | +7.0% | +33.7% |
| 3Y | +45.5% | +99.5% | -54.0% | +34.4% |
| All | +45.5% | +81.5% | -36.0% | +34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling