+797.3%
UNP vs URA
-31.1%
+828.4%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -5.3% | +1.1% | -6.4% | -5.6% |
| 30D | -1.5% | +7.4% | -8.9% | -3.3% |
| 3M | +10.3% | -8.4% | +18.6% | +11.5% |
| 6M | +9.7% | -12.7% | +22.4% | +11.2% |
| YTD | +27.1% | +7.8% | +19.3% | +21.1% |
| 1Y | +32.6% | +19.5% | +13.1% | +21.3% |
| 3Y | +40.0% | +116.4% | -76.4% | +4.2% |
| 5Y | +50.8% | +134.3% | -83.4% | +3.1% |
| 10Y | +278.6% | +359.3% | -80.6% | +89.3% |
| All | +797.3% | -31.1% | +828.4% | +611.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling