+16.0%
UNH vs AXON
-33.3%
+49.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.1% | -1.9% |
| 7D | -1.7% | -3.3% | +1.7% | -1.6% |
| 30D | -3.8% | -17.8% | +14.0% | -3.6% |
| 3M | -4.3% | +8.3% | -12.6% | -4.6% |
| 6M | +38.6% | -12.4% | +51.0% | +40.8% |
| YTD | +20.7% | -13.7% | +34.4% | +19.3% |
| 1Y | +16.0% | -33.1% | +49.1% | +16.8% |
| All | +16.0% | -33.3% | +49.3% | +16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling