+16.0%
UNP vs AXTX
-89.0%
+105.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -15.1% | +16.8% | +1.4% |
| 7D | +3.6% | -48.4% | +52.0% | +2.6% |
| 30D | +11.4% | -74.7% | +86.0% | +9.4% |
| 3M | +4.6% | -67.9% | +72.5% | +4.2% |
| 6M | +18.3% | -94.1% | +112.4% | +16.8% |
| All | +16.0% | -89.0% | +105.0% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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