+15.2%
SEDG vs BBWI
-57.7%
+73.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -2.2% |
| 7D | -13.3% | +0.1% | -13.4% | -13.3% |
| 30D | -21.9% | +12.9% | -34.7% | -24.8% |
| 3M | -25.9% | +16.0% | -41.9% | -30.0% |
| 6M | -44.2% | +16.6% | -60.9% | -47.9% |
| YTD | -17.3% | +9.7% | -27.1% | -22.7% |
| 1Y | -34.5% | +1.5% | -36.0% | -38.6% |
| 3Y | -66.7% | -21.4% | -45.3% | -66.3% |
| 5Y | -93.4% | -67.6% | -25.9% | -91.9% |
| 10Y | +78.7% | -46.8% | +125.5% | +60.4% |
| All | +15.2% | -57.7% | +73.0% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 all: compounded portfolio wealth divided by compounded BBWI 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…
all analysis · Full analysis span regression · 6 months rolling