+5,771.5%
FIX vs SEDG
+29.0%
+5,742.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.9% | +0.2% |
| 7D | -13.9% | -21.4% | +7.4% | -11.1% |
| 30D | -35.5% | -19.7% | -15.8% | -33.7% |
| 3M | -33.9% | -19.7% | -14.2% | -32.4% |
| 6M | -43.3% | -37.4% | -5.9% | -41.0% |
| YTD | +18.7% | -10.4% | +29.0% | +16.9% |
| 1Y | +13.8% | -43.0% | +56.8% | +17.7% |
| 3Y | +495.0% | -63.6% | +558.6% | +490.1% |
| 5Y | +1,049.0% | -92.5% | +1,141.5% | +1,233.2% |
| 10Y | +3,644.4% | +86.0% | +3,558.4% | +3,211.3% |
| All | +5,771.5% | +29.0% | +5,742.5% | +4,688.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling