+365.7%
SE vs AXON
+1,231.9%
-866.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -18.2% | +18.3% | +6.1% |
| 7D | +2.0% | -26.8% | +28.8% | +12.2% |
| 30D | -20.0% | -22.9% | +2.9% | -13.7% |
| 3M | -31.8% | -40.1% | +8.3% | -20.3% |
| 6M | -15.9% | -18.9% | +3.0% | -12.8% |
| YTD | -40.6% | -44.9% | +4.3% | -31.4% |
| 1Y | -50.7% | -46.7% | -4.0% | -42.4% |
| 3Y | +70.3% | +44.3% | +26.0% | +25.2% |
| 5Y | -78.8% | +71.4% | -150.2% | -86.3% |
| All | +365.7% | +1,231.9% | -866.2% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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