+3,310.4%
V vs UNP
+1,222.3%
+2,088.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +1.3% |
| 7D | +2.2% | -4.6% | +6.7% | +4.6% |
| 30D | +13.6% | +5.6% | +7.9% | +10.5% |
| 3M | +14.3% | -1.3% | +15.6% | +14.9% |
| 6M | +33.1% | +9.2% | +23.9% | +26.5% |
| YTD | +21.2% | +27.3% | -6.1% | +5.6% |
| 1Y | +26.4% | +35.9% | -9.5% | +6.4% |
| 3Y | +77.6% | +45.5% | +32.1% | +42.0% |
| 5Y | +102.6% | +36.0% | +66.6% | +63.8% |
| 10Y | +464.4% | +307.2% | +157.2% | +145.8% |
| All | +3,310.4% | +1,222.3% | +2,088.1% | +679.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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