+127.8%
AAPL vs SEDG
-87.2%
+214.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.6% | +7.4% | +2.2% |
| 7D | +3.8% | +1.4% | +2.4% | +3.7% |
| 30D | +9.9% | +8.3% | +1.6% | +9.0% |
| 3M | +12.5% | -40.7% | +53.1% | +16.2% |
| 6M | +27.6% | -3.9% | +31.5% | +24.1% |
| YTD | +22.6% | +20.2% | +2.3% | +15.9% |
| 1Y | +45.0% | +17.6% | +27.4% | +35.6% |
| 3Y | +87.8% | -76.6% | +164.4% | +104.3% |
| All | +127.8% | -87.2% | +214.9% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEDG.
Daily Out/Under-Performance
Portfolio return minus SEDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEDG 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 SEDG 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