-43.4%
AXON vs HUM
+89.6%
-133.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.6% |
| 7D | +0.8% | +3.7% | -3.0% | +0.6% |
| 30D | -22.8% | +5.5% | -28.3% | -22.9% |
| 3M | -48.8% | +17.1% | -65.9% | -49.2% |
| 6M | -16.3% | +48.3% | -64.6% | -18.8% |
| YTD | -44.5% | +77.4% | -121.8% | -47.3% |
| 1Y | -43.4% | +92.6% | -136.0% | -48.6% |
| All | -43.4% | +89.6% | -133.0% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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