+15.2%
SEDG vs IONS
-51.4%
+66.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.2% | -3.4% |
| 7D | -13.3% | -26.3% | +13.0% | -7.4% |
| 30D | -21.9% | -31.9% | +10.1% | -15.0% |
| 3M | -25.9% | -48.0% | +22.1% | -14.1% |
| 6M | -44.2% | -62.6% | +18.3% | -31.3% |
| YTD | -17.3% | -63.3% | +45.9% | +2.4% |
| 1Y | -34.5% | -58.4% | +23.9% | -21.5% |
| 3Y | -66.7% | -38.2% | -28.5% | -65.5% |
| 5Y | -93.4% | -11.1% | -82.3% | -93.9% |
| 10Y | +78.7% | -31.7% | +110.4% | +71.8% |
| All | +15.2% | -51.4% | +66.6% | +13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling