+24.9%
SEDG vs IONS
-13.5%
+38.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.0% | +4.4% |
| 7D | +8.7% | -4.3% | +13.0% | +9.2% |
| 30D | +10.3% | +0.4% | +9.9% | +10.4% |
| 3M | -32.6% | -24.1% | -8.5% | -34.4% |
| 6M | -3.6% | -26.4% | +22.9% | -5.9% |
| YTD | +27.4% | -29.7% | +57.0% | +29.3% |
| 1Y | +24.9% | -13.0% | +38.0% | +35.4% |
| All | +24.9% | -13.5% | +38.4% | +35.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling