-87.2%
SEDG vs IOVA
-64.1%
-23.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -2.9% |
| 7D | +3.6% | -2.2% | +5.8% | +4.0% |
| 30D | +9.3% | +31.7% | -22.4% | +4.1% |
| 3M | -39.1% | +117.3% | -156.4% | -47.9% |
| 6M | +1.8% | +55.8% | -54.0% | -9.3% |
| YTD | +22.0% | +208.8% | -186.7% | -6.1% |
| 1Y | +17.2% | +255.7% | -238.5% | -13.3% |
| 3Y | -76.3% | +41.7% | -118.0% | -82.0% |
| 5Y | -87.2% | -64.9% | -22.3% | -88.5% |
| All | -87.2% | -64.1% | -23.1% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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