-20.5%
UNH vs AXP
+113.5%
-134.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.8% |
| 7D | +2.4% | -2.1% | +4.5% | +2.8% |
| 30D | +7.2% | +2.7% | +4.6% | +6.7% |
| 3M | +0.5% | -7.3% | +7.8% | +1.9% |
| 6M | +3.4% | +1.8% | +1.6% | +2.9% |
| YTD | +25.2% | -13.1% | +38.2% | +27.6% |
| 1Y | +22.7% | -13.7% | +36.4% | +25.2% |
| All | -20.5% | +113.5% | -134.0% | -27.2% |
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