+21.6%
IQV vs SEDG
-77.1%
+98.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.6% | +7.4% | +2.0% |
| 7D | -2.2% | +1.4% | -3.6% | -2.4% |
| 30D | +8.3% | +8.3% | 0.0% | +7.7% |
| 3M | +44.6% | -40.7% | +85.2% | +47.5% |
| 6M | +52.6% | -3.9% | +56.5% | +47.7% |
| YTD | +16.1% | +20.2% | -4.1% | +9.1% |
| 1Y | +37.3% | +17.6% | +19.7% | +27.6% |
| 3Y | +21.6% | -76.6% | +98.2% | +27.9% |
| All | +21.6% | -77.1% | +98.7% | +27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling