+68.6%
ESI vs SEDG
-86.8%
+155.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.4% | -8.9% | -5.1% |
| 7D | -2.3% | +8.7% | -11.0% | -3.4% |
| 30D | -9.0% | +10.3% | -19.4% | -10.4% |
| 3M | -13.3% | -32.6% | +19.4% | -9.9% |
| 6M | +5.3% | -3.6% | +8.9% | +2.8% |
| YTD | +37.6% | +27.4% | +10.2% | +28.9% |
| 1Y | +33.6% | +24.9% | +8.7% | +23.8% |
| 3Y | +75.8% | -75.3% | +151.1% | +94.7% |
| 5Y | +68.6% | -86.3% | +154.9% | +98.5% |
| All | +68.6% | -86.8% | +155.4% | +98.5% |
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