-22.3%
RMD vs SEDG
-86.8%
+64.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.4% | -4.5% | -0.5% |
| 7D | -4.2% | +8.7% | -12.9% | -4.8% |
| 30D | -2.1% | +10.3% | -12.4% | -2.9% |
| 3M | +13.8% | -32.6% | +46.4% | +15.7% |
| 6M | -10.6% | -3.6% | -7.1% | -13.0% |
| YTD | -8.1% | +27.4% | -35.5% | -13.2% |
| 1Y | -18.0% | +24.9% | -42.9% | -23.4% |
| 3Y | +52.9% | -75.3% | +128.2% | +66.1% |
| 5Y | -22.3% | -86.3% | +64.1% | -13.8% |
| All | -22.3% | -86.8% | +64.5% | -13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling