-87.7%
SEDG vs BAM
+71.9%
-159.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.4% | +9.9% | +9.2% |
| 7D | +12.1% | -1.6% | +13.7% | +13.2% |
| 30D | +14.7% | -6.0% | +20.7% | +20.1% |
| 3M | -43.0% | +7.3% | -50.4% | -46.7% |
| 6M | +9.0% | +8.2% | +0.8% | +0.3% |
| YTD | +26.3% | -3.8% | +30.1% | +28.0% |
| 1Y | +8.9% | -10.7% | +19.7% | +18.1% |
| 3Y | -75.5% | +55.3% | -130.9% | -83.1% |
| All | -87.7% | +71.9% | -159.6% | -92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling