+37.7%
BEN vs SEDG
-86.8%
+124.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.4% | -5.7% | -1.8% |
| 7D | +0.3% | +8.7% | -8.4% | -0.7% |
| 30D | +0.9% | +10.3% | -9.4% | -0.5% |
| 3M | +9.2% | -32.6% | +41.8% | +12.5% |
| 6M | +36.8% | -3.6% | +40.3% | +32.1% |
| YTD | +44.4% | +27.4% | +17.0% | +33.4% |
| 1Y | +45.8% | +24.9% | +20.9% | +32.5% |
| 3Y | +52.5% | -75.3% | +127.8% | +70.8% |
| 5Y | +37.7% | -86.3% | +124.0% | +65.7% |
| All | +37.7% | -86.8% | +124.5% | +65.7% |
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