+29.8%
JEPI vs SEDG
-77.1%
+106.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.6% | +6.3% | +0.8% |
| 7D | -1.0% | +1.4% | -2.4% | -1.0% |
| 30D | -1.4% | +8.3% | -9.7% | -1.7% |
| 3M | +3.5% | -40.7% | +44.2% | +4.6% |
| 6M | +1.9% | -3.9% | +5.8% | +0.9% |
| YTD | +4.4% | +20.2% | -15.8% | +2.4% |
| 1Y | +7.2% | +17.6% | -10.4% | +4.7% |
| 3Y | +29.8% | -76.6% | +106.4% | +32.5% |
| All | +29.8% | -77.1% | +106.9% | +32.5% |
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