+35.6%
UNP vs U
-66.8%
+102.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.5% | -8.1% | -2.9% |
| 7D | -4.6% | +36.6% | -41.1% | -6.1% |
| 30D | +5.6% | +13.3% | -7.7% | +4.8% |
| 3M | -1.3% | +26.2% | -27.5% | -2.7% |
| 6M | +9.2% | +88.7% | -79.5% | +5.1% |
| YTD | +27.3% | +16.6% | +10.8% | +25.0% |
| 1Y | +35.9% | +29.0% | +7.0% | +32.3% |
| 3Y | +45.5% | +99.5% | -54.0% | +33.4% |
| All | +35.6% | -66.8% | +102.4% | +27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling