+5,945.0%
UNH vs AXTI
+556.3%
+5,388.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.9% |
| 7D | -1.7% | +21.0% | -22.7% | -2.3% |
| 30D | -3.8% | -6.6% | +2.8% | -3.8% |
| 3M | -4.3% | -12.1% | +7.8% | -4.9% |
| 6M | +38.6% | +78.7% | -40.1% | +32.7% |
| YTD | +20.7% | +321.5% | -300.8% | +11.1% |
| 1Y | +16.0% | +2,166.8% | -2,150.8% | -0.1% |
| 3Y | -13.5% | +2,807.6% | -2,821.1% | -28.7% |
| 5Y | +3.5% | +651.5% | -648.0% | -11.3% |
| 10Y | +245.3% | +1,560.5% | -1,315.1% | +175.8% |
| All | +5,945.0% | +556.3% | +5,388.7% | +4,621.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling