+112,002.2%
AXON vs HUM
+4,523.8%
+107,478.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -3.9% |
| 7D | -14.2% | +4.2% | -18.3% | -15.0% |
| 30D | -15.4% | +10.4% | -25.8% | -17.5% |
| 3M | +0.5% | +15.1% | -14.6% | -3.1% |
| 6M | -9.5% | +120.9% | -130.4% | -25.5% |
| YTD | -9.2% | +57.9% | -67.1% | -19.9% |
| 1Y | -29.4% | +30.6% | -59.9% | -35.3% |
| 3Y | +139.4% | -9.6% | +149.0% | +129.6% |
| 5Y | +178.9% | +1.6% | +177.3% | +153.7% |
| 10Y | +1,840.8% | +146.4% | +1,694.4% | +1,244.1% |
| All | +112,002.2% | +4,523.8% | +107,478.4% | +44,260.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling