Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • OTIS vs SEDG✓SelectedUSD · SEDGOTIS vs SEDG performance historyLatest closeAs of-1.08%09/09
Stock and ETF performance explorer

OTIS vs SEDG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+69.6%
SEDG return
-53.4%
Excess return
+123.0%
Maximum drawdown
-32.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSEDGExcessAlpha
1D-1.1%-3.3%+2.3%-0.9%
7D-2.2%+3.6%-5.8%-2.4%
30D-4.3%+9.3%-13.6%-5.0%
3M-2.2%-39.1%+36.9%+0.1%
6M-19.9%+1.8%-21.7%-22.1%
YTD-19.3%+22.0%-41.4%-23.1%
1Y-19.6%+17.2%-36.8%-23.9%
3Y-11.5%-76.3%+64.8%-9.6%
5Y-16.8%-87.2%+70.5%-12.3%
All+69.6%-53.4%+123.0%+57.2%

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