+227.5%
UNH vs AXON
+1,048.6%
-821.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +0.2% | -27.4% | +27.5% | +2.5% |
| 30D | +6.8% | -28.5% | +35.3% | +9.4% |
| 3M | -0.3% | -49.3% | +49.0% | +4.6% |
| 6M | +7.9% | -25.0% | +32.9% | +9.1% |
| YTD | +25.1% | -46.7% | +71.9% | +29.3% |
| 1Y | +29.3% | -48.3% | +77.6% | +33.9% |
| 3Y | -20.3% | +38.8% | -59.1% | -27.2% |
| 5Y | -3.6% | +77.7% | -81.3% | -16.6% |
| 10Y | +227.5% | +1,028.0% | -800.6% | +131.3% |
| All | +227.5% | +1,048.6% | -821.1% | +131.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling