+77.2%
AXON vs SEI
+706.3%
-629.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +14.3% | -32.5% | -19.3% |
| 7D | -26.8% | -18.3% | -8.5% | -25.8% |
| 30D | -22.9% | -24.4% | +1.5% | -21.6% |
| 3M | -40.1% | +1.5% | -41.6% | -41.1% |
| 6M | -18.9% | -25.1% | +6.2% | -18.6% |
| YTD | -44.9% | +26.4% | -71.3% | -48.4% |
| 1Y | -46.7% | +8.9% | -55.6% | -49.4% |
| 3Y | +44.3% | +586.7% | -542.3% | +9.8% |
| All | +77.2% | +706.3% | -629.1% | +37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling