+1,884.1%
AXON vs SEI
+507.3%
+1,376.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.4% | -7.6% | -4.6% |
| 7D | -14.2% | +10.2% | -24.4% | -15.3% |
| 30D | -15.4% | -1.0% | -14.4% | -15.6% |
| 3M | +0.5% | -27.9% | +28.4% | +3.5% |
| 6M | -9.5% | +10.4% | -19.9% | -13.2% |
| YTD | -9.2% | +20.1% | -29.3% | -14.6% |
| 1Y | -29.4% | +109.7% | -139.1% | -39.6% |
| 3Y | +139.4% | +458.6% | -319.2% | +64.2% |
| 5Y | +178.9% | +775.3% | -596.4% | +66.8% |
| All | +1,884.1% | +507.3% | +1,376.8% | +1,034.5% |
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 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