-5.7%
SEDG vs IBB
+42.2%
-47.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +2.6% | -11.3% | -10.0% |
| 7D | +1.8% | +2.2% | -0.4% | +0.6% |
| 30D | -12.7% | +6.3% | -19.0% | -15.6% |
| 3M | -38.4% | +16.3% | -54.7% | -43.2% |
| 6M | -27.7% | +30.0% | -57.7% | -38.5% |
| YTD | +4.1% | +31.1% | -27.1% | -14.9% |
| 1Y | -5.7% | +42.0% | -47.6% | -40.2% |
| All | -5.7% | +42.2% | -47.9% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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