+96.0%
SEDG vs DOC
-2.1%
+98.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +2.1% |
| 7D | +8.9% | -1.5% | +10.4% | +9.7% |
| 30D | +0.9% | -4.8% | +5.6% | +3.3% |
| 3M | -53.2% | +6.9% | -60.1% | -55.4% |
| 6M | -9.9% | +20.7% | -30.6% | -21.9% |
| YTD | +18.5% | +34.1% | -15.6% | -3.8% |
| 1Y | +0.1% | +22.6% | -22.5% | -14.0% |
| 3Y | -78.9% | +20.8% | -99.7% | -81.5% |
| 5Y | -88.0% | -24.9% | -63.2% | -87.0% |
| All | +96.0% | -2.1% | +98.1% | +80.1% |
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