-87.3%
SEDG vs BWA
+87.2%
-174.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.5% | -7.1% | -6.7% |
| 7D | +1.4% | -1.3% | +2.7% | +2.2% |
| 30D | +8.3% | -2.9% | +11.2% | +10.1% |
| 3M | -40.7% | -10.7% | -29.9% | -36.6% |
| 6M | -3.9% | +26.5% | -30.4% | -21.9% |
| YTD | +20.2% | +49.1% | -28.9% | -19.2% |
| 1Y | +17.6% | +52.1% | -34.5% | -22.7% |
| 3Y | -76.6% | +72.6% | -149.2% | -86.4% |
| All | -87.3% | +87.2% | -174.5% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling