+1,637.2%
UNP vs UUUU
-91.9%
+1,729.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.5% |
| 7D | -0.7% | +2.8% | -3.6% | -0.9% |
| 30D | -1.1% | +3.4% | -4.5% | -1.4% |
| 3M | +7.9% | -3.9% | +11.7% | +7.7% |
| 6M | +14.6% | -23.2% | +37.8% | +15.4% |
| YTD | +26.6% | +0.6% | +26.0% | +24.2% |
| 1Y | +35.6% | +22.9% | +12.7% | +30.0% |
| 3Y | +45.5% | +98.6% | -53.1% | +31.8% |
| 5Y | +50.0% | +130.2% | -80.2% | +30.7% |
| 10Y | +271.8% | +519.5% | -247.7% | +182.4% |
| All | +1,637.2% | -91.9% | +1,729.2% | +1,183.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling