+18.8%
IP vs SEDG
+70.6%
-51.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +2.1% |
| 7D | -5.3% | +8.9% | -14.1% | -5.9% |
| 30D | -10.9% | +0.9% | -11.7% | -11.0% |
| 3M | +11.2% | -53.2% | +64.4% | +17.0% |
| 6M | -10.2% | -9.9% | -0.4% | -12.0% |
| YTD | -2.0% | +18.5% | -20.5% | -6.8% |
| 1Y | -19.1% | +0.1% | -19.2% | -22.7% |
| 3Y | +20.9% | -78.9% | +99.7% | +24.1% |
| 5Y | -17.8% | -88.0% | +70.2% | -13.9% |
| 10Y | +23.5% | +97.5% | -73.9% | -8.9% |
| All | +18.8% | +70.6% | -51.8% | -13.2% |
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 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