-87.3%
SEDG vs HRB
+114.1%
-201.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.2% | -5.7% |
| 7D | +1.4% | -8.0% | +9.4% | +2.2% |
| 30D | +8.3% | -16.0% | +24.3% | +10.3% |
| 3M | -40.7% | +26.9% | -67.5% | -43.1% |
| 6M | -3.9% | +51.1% | -55.0% | -12.1% |
| YTD | +20.2% | +7.1% | +13.2% | +19.6% |
| 1Y | +17.6% | -9.6% | +27.2% | +22.7% |
| 3Y | -76.6% | +25.4% | -102.0% | -78.6% |
| All | -87.3% | +114.1% | -201.4% | -89.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling