+76.7%
SEDG vs IONS
-36.2%
+112.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | -3.6% | -5.3% | -7.8% |
| 7D | -7.3% | -29.6% | +22.3% | +2.0% |
| 30D | -25.3% | -35.6% | +10.2% | -15.8% |
| 3M | -24.1% | -51.7% | +27.5% | -7.1% |
| 6M | -39.9% | -64.0% | +24.1% | -21.4% |
| YTD | -15.8% | -65.5% | +49.7% | +11.5% |
| 1Y | -42.9% | -62.4% | +19.6% | -26.3% |
| 3Y | -65.9% | -41.1% | -24.8% | -64.2% |
| 5Y | -93.3% | -16.5% | -76.8% | -94.0% |
| All | +76.7% | -36.2% | +112.8% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 10y: compounded portfolio wealth divided by compounded IONS 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…
10y analysis · Full analysis span regression · 6 months rolling