+1,104.3%
AXON vs SEI
+539.1%
+565.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +14.3% | -32.5% | -19.9% |
| 7D | -26.8% | -18.3% | -8.5% | -25.5% |
| 30D | -22.9% | -24.4% | +1.5% | -21.1% |
| 3M | -40.1% | +1.5% | -41.6% | -41.5% |
| 6M | -18.9% | -25.1% | +6.2% | -18.7% |
| YTD | -44.9% | +26.4% | -71.3% | -49.5% |
| 1Y | -46.7% | +8.9% | -55.6% | -50.3% |
| 3Y | +44.3% | +586.7% | -542.3% | -5.9% |
| 5Y | +71.4% | +717.9% | -646.5% | +2.7% |
| All | +1,104.3% | +539.1% | +565.2% | +570.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling