+170.5%
AXON vs HUM
+1.5%
+169.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.0% |
| 7D | -3.3% | -0.2% | -3.1% | -3.3% |
| 30D | -17.8% | +3.7% | -21.5% | -18.1% |
| 3M | +8.3% | +10.4% | -2.1% | +7.4% |
| 6M | -12.4% | +125.7% | -138.1% | -17.9% |
| YTD | -13.7% | +57.3% | -71.1% | -17.1% |
| 1Y | -33.1% | +48.6% | -81.7% | -35.5% |
| 3Y | +128.2% | -11.3% | +139.5% | +127.3% |
| 5Y | +170.5% | +0.8% | +169.7% | +153.1% |
| All | +170.5% | +1.5% | +169.0% | +153.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling