+100.2%
SEDG vs ITOT
+303.4%
-203.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.5% | -7.0% |
| 7D | +1.4% | -0.9% | +2.3% | +2.7% |
| 30D | +8.3% | -1.5% | +9.8% | +10.8% |
| 3M | -40.7% | +3.6% | -44.2% | -43.1% |
| 6M | -3.9% | +13.7% | -17.6% | -20.5% |
| YTD | +20.2% | +12.9% | +7.3% | +1.4% |
| 1Y | +17.6% | +17.2% | +0.4% | -4.7% |
| 3Y | -76.6% | +75.6% | -152.2% | -89.2% |
| 5Y | -87.1% | +75.5% | -162.6% | -93.8% |
| All | +100.2% | +303.4% | -203.2% | -65.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling