+70.1%
SEDG vs HRB
+117.3%
-47.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -3.0% |
| 7D | +3.6% | -10.6% | +14.2% | +6.3% |
| 30D | +9.3% | -0.8% | +10.1% | +8.7% |
| 3M | -39.1% | +19.1% | -58.1% | -42.7% |
| 6M | +1.8% | +48.7% | -46.9% | -11.8% |
| YTD | +22.0% | +7.1% | +14.9% | +15.7% |
| 1Y | +17.2% | -8.3% | +25.5% | +16.1% |
| 3Y | -76.3% | +25.8% | -102.2% | -79.2% |
| 5Y | -87.2% | +111.1% | -198.3% | -90.6% |
| 10Y | +108.6% | +206.6% | -98.0% | +21.7% |
| All | +70.1% | +117.3% | -47.2% | +12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling