+277.6%
UNP vs UUUU
+465.5%
-187.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.1% |
| 7D | -1.8% | -10.5% | +8.7% | -1.1% |
| 30D | -2.7% | -10.5% | +7.8% | -2.1% |
| 3M | +6.5% | -14.1% | +20.6% | +7.2% |
| 6M | +14.4% | -35.5% | +49.8% | +16.7% |
| YTD | +24.8% | -10.9% | +35.7% | +22.7% |
| 1Y | +34.4% | +3.4% | +31.1% | +28.7% |
| 3Y | +43.6% | +73.1% | -29.5% | +26.5% |
| 5Y | +53.2% | +87.1% | -33.9% | +28.2% |
| All | +277.6% | +465.5% | -187.9% | +143.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded UUUU 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling