-29.5%
DIS vs SEDG
-92.5%
+62.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.5% | +6.6% | +0.5% |
| 7D | +4.4% | -21.4% | +25.8% | +6.1% |
| 30D | +10.3% | -19.7% | +30.0% | +11.8% |
| 3M | +15.5% | -19.7% | +35.3% | +16.8% |
| 6M | +11.2% | -37.4% | +48.6% | +12.0% |
| YTD | +5.6% | -10.4% | +15.9% | +1.1% |
| 1Y | +7.7% | -43.0% | +50.8% | +7.6% |
| 3Y | +39.3% | -63.6% | +102.9% | +36.7% |
| 5Y | -29.5% | -92.5% | +62.9% | -20.2% |
| All | -29.5% | -92.5% | +62.9% | -20.2% |
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