-87.3%
SEDG vs IBN
+58.3%
-145.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.9% | -7.5% | -6.7% |
| 7D | +1.4% | -3.0% | +4.4% | +3.0% |
| 30D | +8.3% | -1.5% | +9.8% | +8.9% |
| 3M | -40.7% | +7.9% | -48.6% | -43.5% |
| 6M | -3.9% | +8.6% | -12.5% | -9.7% |
| YTD | +20.2% | -0.6% | +20.8% | +19.6% |
| 1Y | +17.6% | -7.3% | +24.9% | +21.2% |
| 3Y | -76.6% | +26.2% | -102.8% | -81.3% |
| All | -87.3% | +58.3% | -145.7% | -91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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