-87.3%
SEDG vs BTG
+78.0%
-165.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -6.0% | -5.8% |
| 7D | +1.4% | -3.8% | +5.2% | +2.5% |
| 30D | +8.3% | +3.6% | +4.7% | +6.4% |
| 3M | -40.7% | +32.0% | -72.7% | -47.7% |
| 6M | -3.9% | +3.4% | -7.3% | -8.8% |
| YTD | +20.2% | +20.8% | -0.6% | +6.9% |
| 1Y | +17.6% | +22.4% | -4.8% | +3.2% |
| 3Y | -76.6% | +91.7% | -168.3% | -83.7% |
| All | -87.3% | +78.0% | -165.4% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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