-12.2%
UNH vs AXP
+110.9%
-123.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | +1.1% | -2.1% | +3.2% | +1.4% |
| 30D | -3.8% | -6.5% | +2.8% | -2.6% |
| 3M | +0.7% | +4.6% | -3.9% | -0.2% |
| 6M | +37.9% | +5.4% | +32.4% | +36.3% |
| YTD | +21.9% | -11.1% | +33.1% | +23.8% |
| 1Y | +31.4% | -0.3% | +31.7% | +31.1% |
| All | -12.2% | +110.9% | -123.2% | -20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling