+82.2%
IVV vs SEDG
-87.2%
+169.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.5% | -7.1% | -1.1% |
| 7D | +0.5% | +12.1% | -11.6% | -0.3% |
| 30D | -1.0% | +14.7% | -15.7% | -2.1% |
| 3M | +3.9% | -43.0% | +46.9% | +7.1% |
| 6M | +14.5% | +9.0% | +5.5% | +11.1% |
| YTD | +12.9% | +26.3% | -13.4% | +7.7% |
| 1Y | +19.4% | +8.9% | +10.4% | +14.1% |
| 3Y | +78.8% | -75.5% | +154.3% | +93.1% |
| 5Y | +82.2% | -86.7% | +168.9% | +104.2% |
| All | +82.2% | -87.2% | +169.4% | +104.2% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling