+52.2%
UNP vs U
-68.9%
+121.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.5% |
| 3M | +10.3% | +38.7% | -28.5% | +8.1% |
| 6M | +9.7% | +104.4% | -94.8% | +4.8% |
| YTD | +27.1% | -5.7% | +32.8% | +26.4% |
| 1Y | +32.6% | +3.7% | +28.9% | +30.4% |
| 3Y | +40.0% | +12.3% | +27.7% | +32.9% |
| All | +52.2% | -68.9% | +121.1% | +44.0% |
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 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