-16.3%
UNH vs AXTI
+2,621.4%
-2,637.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -5.9% |
| 6M | +33.7% | +36.8% | -3.1% | +31.6% |
| YTD | +16.4% | +296.1% | -279.8% | +11.9% |
| 1Y | +10.1% | +1,810.6% | -1,800.5% | +3.0% |
| 3Y | -16.3% | +2,587.6% | -2,603.9% | -22.0% |
| All | -16.3% | +2,621.4% | -2,637.7% | -22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling