-5.7%
SEDG vs BWA
+17.4%
-23.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -2.5% | -6.2% | -7.8% |
| 7D | +1.8% | -9.9% | +11.7% | +5.6% |
| 30D | -12.7% | -16.4% | +3.7% | -6.9% |
| 3M | -38.4% | -19.8% | -18.6% | -34.5% |
| 6M | -27.7% | -10.0% | -17.7% | -24.3% |
| YTD | +4.1% | +12.7% | -8.7% | -17.0% |
| 1Y | -5.7% | +15.7% | -21.3% | -26.7% |
| All | -5.7% | +17.4% | -23.0% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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