-6.0%
SEDG vs IRE
-82.8%
+76.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +10.2% | -3.7% | +5.0% |
| 7D | +12.1% | +58.9% | -46.8% | +4.3% |
| 30D | +14.7% | +17.2% | -2.5% | +9.8% |
| 3M | -43.0% | -58.6% | +15.6% | -38.8% |
| 6M | +9.0% | -23.5% | +32.5% | +0.3% |
| YTD | +26.3% | -47.4% | +73.7% | +10.7% |
| All | -6.0% | -82.8% | +76.8% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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