+0.1%
SEDG vs HRB
+1.1%
-1.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.0% | +5.2% | 0.0% |
| 7D | +8.9% | -5.7% | +14.5% | +7.1% |
| 30D | +0.9% | +7.9% | -7.0% | +4.0% |
| 3M | -53.2% | +32.1% | -85.4% | -48.0% |
| 6M | -9.9% | +62.2% | -72.1% | +5.6% |
| YTD | +18.5% | +16.4% | +2.1% | +19.5% |
| 1Y | +0.1% | -0.3% | +0.4% | -6.2% |
| All | +0.1% | +1.1% | -1.0% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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