-86.3%
SEDG vs AEIS
+219.6%
-305.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.1% | +8.5% | +7.3% |
| 7D | +8.7% | -0.2% | +8.9% | +8.7% |
| 30D | +10.3% | -16.4% | +26.7% | +23.3% |
| 3M | -32.6% | -11.1% | -21.5% | -28.8% |
| 6M | -3.6% | -12.0% | +8.5% | -2.6% |
| YTD | +27.4% | +30.9% | -3.5% | -8.5% |
| 1Y | +24.9% | +74.3% | -49.4% | -27.4% |
| 3Y | -75.3% | +165.2% | -240.5% | -90.0% |
| 5Y | -86.3% | +220.0% | -306.3% | -95.4% |
| All | -86.3% | +219.6% | -305.9% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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