+0.1%
SEDG vs DGX
+33.7%
-33.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +0.9% |
| 7D | +8.9% | -2.3% | +11.2% | +8.0% |
| 30D | +0.9% | +0.6% | +0.3% | +1.1% |
| 3M | -53.2% | +21.4% | -74.6% | -49.9% |
| 6M | -9.9% | +14.7% | -24.6% | -2.3% |
| YTD | +18.5% | +38.4% | -19.9% | +23.8% |
| 1Y | +0.1% | +34.0% | -33.9% | +10.2% |
| All | +0.1% | +33.7% | -33.5% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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