+54.1%
UNP vs URI
+159.0%
-104.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.7% | -0.6% |
| 7D | -2.1% | +2.6% | -4.7% | -2.8% |
| 30D | +7.3% | +9.1% | -1.8% | +4.6% |
| 3M | +3.6% | +1.0% | +2.7% | +2.9% |
| 6M | +15.8% | +23.3% | -7.5% | +8.6% |
| YTD | +32.6% | +43.3% | -10.7% | +18.0% |
| 1Y | +37.2% | +35.9% | +1.3% | +23.7% |
| All | +54.1% | +159.0% | -104.9% | +17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling