-75.2%
SEDG vs HRB
+25.2%
-100.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +4.9% | +4.4% |
| 7D | +8.7% | -12.2% | +20.9% | +8.2% |
| 30D | +10.3% | -3.0% | +13.3% | +10.3% |
| 3M | -32.6% | +21.7% | -54.3% | -32.4% |
| 6M | -3.6% | +52.3% | -55.9% | -5.2% |
| YTD | +27.4% | +6.5% | +20.9% | +33.1% |
| 1Y | +24.9% | -6.7% | +31.6% | +34.3% |
| All | -75.2% | +25.2% | -100.4% | -76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling