+316.5%
ROIV vs SEDG
-87.2%
+403.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +6.5% | +12.2% | +18.2% |
| 7D | +20.2% | +12.1% | +8.0% | +19.0% |
| 30D | +14.1% | +14.7% | -0.6% | +12.7% |
| 3M | +45.6% | -43.0% | +88.6% | +51.2% |
| 6M | +44.1% | +9.0% | +35.1% | +38.7% |
| YTD | +91.2% | +26.3% | +64.9% | +80.3% |
| 1Y | +221.3% | +8.9% | +212.4% | +204.0% |
| 3Y | +229.2% | -75.5% | +304.7% | +255.2% |
| 5Y | +316.5% | -86.7% | +403.2% | +327.0% |
| All | +316.5% | -87.2% | +403.6% | +327.0% |
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