+245.3%
UNH vs AXON
+1,811.1%
-1,565.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.1% | -1.7% |
| 7D | -1.7% | -3.3% | +1.7% | -1.4% |
| 30D | -3.8% | -17.8% | +14.0% | -2.5% |
| 3M | -4.3% | +8.3% | -12.6% | -5.5% |
| 6M | +38.6% | -12.4% | +51.0% | +38.8% |
| YTD | +20.7% | -13.7% | +34.4% | +20.5% |
| 1Y | +16.0% | -33.1% | +49.1% | +18.2% |
| 3Y | -13.5% | +128.2% | -141.7% | -23.9% |
| 5Y | +3.5% | +170.5% | -167.0% | -13.0% |
| 10Y | +245.3% | +1,846.0% | -1,600.6% | +128.3% |
| All | +245.3% | +1,811.1% | -1,565.7% | +128.3% |
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