+3,568.4%
UNH vs AXON
+59,416.1%
-55,847.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +0.2% | -27.4% | +27.5% | +2.8% |
| 30D | +6.8% | -28.5% | +35.3% | +9.7% |
| 3M | -0.3% | -49.3% | +49.0% | +5.2% |
| 6M | +7.9% | -25.0% | +32.9% | +9.3% |
| YTD | +25.1% | -46.7% | +71.9% | +29.7% |
| 1Y | +29.3% | -48.3% | +77.6% | +34.4% |
| 3Y | -20.3% | +38.8% | -59.1% | -26.0% |
| 5Y | -3.6% | +77.7% | -81.3% | -14.3% |
| 10Y | +227.5% | +1,028.0% | -800.6% | +134.7% |
| All | +3,568.4% | +59,416.1% | -55,847.7% | +2,047.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling