+3,474.1%
UNH vs AXON
+101,343.3%
-97,869.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.2% | -0.6% |
| 7D | +1.1% | -14.2% | +15.2% | +2.3% |
| 30D | -3.8% | -15.4% | +11.6% | -2.7% |
| 3M | +0.7% | +0.5% | +0.3% | 0.0% |
| 6M | +37.9% | -9.5% | +47.4% | +37.5% |
| YTD | +21.9% | -9.2% | +31.1% | +21.1% |
| 1Y | +31.4% | -29.4% | +60.8% | +33.1% |
| 3Y | -11.4% | +139.4% | -150.8% | -21.4% |
| 5Y | +2.5% | +178.9% | -176.4% | -12.1% |
| 10Y | +242.9% | +1,840.8% | -1,597.9% | +134.8% |
| All | +3,474.1% | +101,343.3% | -97,869.2% | +1,905.4% |
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