+32.3%
UNP vs URA
-32.0%
+64.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.4% | -7.0% | -2.6% |
| 7D | -4.6% | -4.1% | -0.4% | -4.6% |
| 30D | +5.6% | -19.0% | +24.6% | +5.5% |
| 3M | -1.3% | -25.1% | +23.8% | -1.4% |
| 6M | +9.2% | -44.5% | +53.7% | +9.7% |
| YTD | +27.3% | -24.3% | +51.7% | +26.0% |
| All | +32.3% | -32.0% | +64.4% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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