-86.3%
SEDG vs HBM
+336.0%
-422.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -7.5% | +11.9% | +7.5% |
| 7D | +8.7% | -3.7% | +12.5% | +10.2% |
| 30D | +10.3% | -3.7% | +14.0% | +11.1% |
| 3M | -32.6% | +8.0% | -40.6% | -36.0% |
| 6M | -3.6% | +15.8% | -19.3% | -12.9% |
| YTD | +27.4% | +34.4% | -7.0% | +6.6% |
| 1Y | +24.9% | +98.2% | -73.2% | -11.7% |
| 3Y | -75.3% | +476.6% | -551.9% | -89.1% |
| 5Y | -86.3% | +331.1% | -417.4% | -93.6% |
| All | -86.3% | +336.0% | -422.3% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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