-77.5%
SEDG vs BAM
+66.6%
-144.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.6% |
| 7D | +8.9% | -2.0% | +10.9% | +10.6% |
| 30D | +0.9% | -2.9% | +3.8% | +3.4% |
| 3M | -53.2% | +9.4% | -62.6% | -57.1% |
| 6M | -9.9% | +10.8% | -20.6% | -19.4% |
| YTD | +18.5% | -0.4% | +19.0% | +16.9% |
| 1Y | +0.1% | -10.9% | +11.0% | +9.9% |
| All | -77.5% | +66.6% | -144.1% | -87.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling