-5.7%
SEDG vs BAM
+4.2%
-9.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +6.2% | -14.9% | -12.6% |
| 7D | +1.8% | +14.2% | -12.4% | -7.8% |
| 30D | -12.7% | +21.0% | -33.7% | -24.5% |
| 3M | -38.4% | +5.2% | -43.6% | -41.2% |
| 6M | -27.7% | +16.0% | -43.7% | -36.7% |
| YTD | +4.1% | +6.5% | -2.4% | -2.7% |
| 1Y | -5.7% | +4.4% | -10.0% | -8.5% |
| All | -5.7% | +4.2% | -9.9% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling