+0.1%
SEDG vs ITOT
+20.8%
-20.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +2.0% |
| 7D | +8.9% | +0.1% | +8.8% | +8.5% |
| 30D | +0.9% | 0.0% | +0.9% | +0.9% |
| 3M | -53.2% | +2.0% | -55.2% | -54.5% |
| 6M | -9.9% | +13.0% | -22.9% | -28.0% |
| YTD | +18.5% | +14.0% | +4.6% | -7.5% |
| 1Y | +0.1% | +19.9% | -19.8% | -27.5% |
| All | +0.1% | +20.8% | -20.7% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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