+1,785.3%
AXON vs SEI
+647.2%
+1,138.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.8% | -8.9% | -3.8% |
| 7D | -3.3% | +28.2% | -31.6% | -6.7% |
| 30D | -17.8% | +15.5% | -33.3% | -19.8% |
| 3M | +8.3% | -1.4% | +9.7% | +6.6% |
| 6M | -12.4% | +37.4% | -49.8% | -18.6% |
| YTD | -13.7% | +47.8% | -61.5% | -21.2% |
| 1Y | -33.1% | +174.3% | -207.4% | -44.9% |
| 3Y | +128.2% | +598.5% | -470.3% | +51.6% |
| 5Y | +170.5% | +1,026.2% | -855.7% | +55.7% |
| All | +1,785.3% | +647.2% | +1,138.2% | +946.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 10y: compounded portfolio wealth divided by compounded SEI 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…
10y analysis · Full analysis span regression · 6 months rolling