+31.4%
UNH vs AXTI
+1,914.4%
-1,883.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.7% | -10.6% | -1.0% |
| 7D | +1.1% | +5.1% | -4.1% | +1.0% |
| 30D | -3.8% | -10.2% | +6.4% | -3.8% |
| 3M | +0.7% | -41.8% | +42.6% | +1.2% |
| 6M | +37.9% | +57.5% | -19.7% | +34.6% |
| YTD | +21.9% | +277.0% | -255.1% | +15.6% |
| 1Y | +31.4% | +1,982.4% | -1,951.1% | +23.0% |
| All | +31.4% | +1,914.4% | -1,883.0% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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