+43.4%
UNP vs U
+13.4%
+30.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.2% |
| 7D | -5.3% | -3.8% | -1.5% | -5.2% |
| 30D | -1.5% | +17.5% | -19.0% | -2.3% |
| 3M | +10.3% | +38.7% | -28.5% | +8.6% |
| 6M | +9.7% | +104.4% | -94.8% | +5.6% |
| YTD | +27.1% | -5.7% | +32.8% | +27.1% |
| 1Y | +32.6% | +3.7% | +28.9% | +31.1% |
| All | +43.4% | +13.4% | +30.0% | +35.1% |
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