-75.5%
SEDG vs IONS
+39.5%
-115.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.4% | +8.9% | +7.1% |
| 7D | +12.1% | -5.3% | +17.4% | +13.5% |
| 30D | +14.7% | +0.3% | +14.4% | +14.4% |
| 3M | -43.0% | -22.9% | -20.1% | -41.0% |
| 6M | +9.0% | -23.4% | +32.4% | +12.6% |
| YTD | +26.3% | -28.3% | +54.6% | +33.4% |
| 1Y | +8.9% | -7.0% | +16.0% | +6.5% |
| 3Y | -75.5% | +37.6% | -113.1% | -79.8% |
| All | -75.5% | +39.5% | -115.1% | -79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling