+26.9%
UNH vs AXP
-11.2%
+38.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.2% | +0.6% |
| 7D | -0.7% | -1.1% | +0.4% | -0.3% |
| 30D | +4.8% | +5.2% | -0.4% | +3.2% |
| 3M | -1.7% | -4.6% | +2.9% | -0.4% |
| 6M | +5.9% | +3.2% | +2.7% | +4.2% |
| YTD | +22.8% | -11.3% | +34.2% | +27.5% |
| All | +26.9% | -11.2% | +38.2% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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