+83.9%
SEDG vs DOC
+14.9%
+69.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.2% | -12.5% | -12.6% |
| 7D | -14.2% | +6.2% | -20.4% | -17.0% |
| 30D | -23.0% | +6.5% | -29.5% | -25.6% |
| 3M | -22.7% | -6.2% | -16.5% | -20.4% |
| 6M | -41.3% | +25.6% | -66.9% | -50.2% |
| YTD | -9.2% | +32.1% | -41.3% | -26.0% |
| 1Y | -36.1% | +20.3% | -56.4% | -44.9% |
| 3Y | -65.3% | +42.7% | -108.1% | -72.2% |
| 5Y | -92.4% | -22.2% | -70.2% | -91.9% |
| All | +83.9% | +14.9% | +69.0% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling