-87.3%
SEDG vs INVH
-20.2%
-67.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.6% | -5.6% |
| 7D | +1.4% | -3.0% | +4.4% | +3.0% |
| 30D | +8.3% | -7.5% | +15.8% | +12.9% |
| 3M | -40.7% | -5.5% | -35.1% | -39.3% |
| 6M | -3.9% | +11.7% | -15.6% | -13.3% |
| YTD | +20.2% | +1.3% | +18.9% | +15.3% |
| 1Y | +17.6% | -6.1% | +23.7% | +19.0% |
| 3Y | -76.6% | -9.8% | -66.8% | -76.1% |
| All | -87.3% | -20.2% | -67.2% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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