+10.1%
UNH vs AXTI
+1,805.0%
-1,794.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | +5.1% | -9.6% | -4.6% |
| 30D | -6.5% | -17.5% | +10.9% | -6.4% |
| 3M | -6.0% | -26.7% | +20.7% | -5.8% |
| 6M | +33.7% | +36.8% | -3.1% | +30.8% |
| YTD | +16.4% | +296.1% | -279.8% | +8.6% |
| 1Y | +10.1% | +1,810.6% | -1,800.5% | -4.6% |
| All | +10.1% | +1,805.0% | -1,794.9% | -4.6% |
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