+294.9%
IQV vs SEDG
+73.0%
+221.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.6% | +7.4% | +2.3% |
| 7D | -2.2% | +1.4% | -3.6% | -2.5% |
| 30D | +8.3% | +8.3% | 0.0% | +7.1% |
| 3M | +44.6% | -40.7% | +85.2% | +50.0% |
| 6M | +52.6% | -3.9% | +56.5% | +46.0% |
| YTD | +16.1% | +20.2% | -4.1% | +6.7% |
| 1Y | +37.3% | +17.6% | +19.7% | +24.3% |
| 3Y | +21.6% | -76.6% | +98.2% | +23.8% |
| 5Y | +0.5% | -87.1% | +87.6% | +6.9% |
| 10Y | +239.7% | +105.5% | +134.2% | +156.0% |
| All | +294.9% | +73.0% | +221.9% | +193.6% |
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