+32.6%
UNP vs URI
+7.3%
+25.3%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.3% |
| 7D | -5.3% | -2.0% | -3.4% | -4.9% |
| 30D | -1.5% | -12.9% | +11.4% | +2.0% |
| 3M | +10.3% | -6.7% | +17.0% | +11.8% |
| 6M | +9.7% | +19.0% | -9.3% | +3.1% |
| YTD | +27.1% | +25.5% | +1.6% | +17.3% |
| 1Y | +32.6% | +5.5% | +27.0% | +26.9% |
| All | +32.6% | +7.3% | +25.3% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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