-41.5%
DIS vs SEDG
-87.2%
+45.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.5% | -6.8% | -0.7% |
| 7D | -1.1% | +12.1% | -13.2% | -1.9% |
| 30D | +0.1% | +14.7% | -14.6% | -1.0% |
| 3M | +7.1% | -43.0% | +50.1% | +10.4% |
| 6M | +4.3% | +9.0% | -4.8% | -0.2% |
| YTD | -6.9% | +26.3% | -33.2% | -12.8% |
| 1Y | -10.3% | +8.9% | -19.3% | -15.7% |
| 3Y | +32.8% | -75.5% | +108.4% | +42.8% |
| 5Y | -41.5% | -86.7% | +45.2% | -36.3% |
| All | -41.5% | -87.2% | +45.7% | -36.3% |
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