-87.3%
SEDG vs NWSA
+40.0%
-127.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.8% |
| 7D | +1.4% | -2.8% | +4.2% | +3.1% |
| 30D | +8.3% | +3.0% | +5.3% | +6.0% |
| 3M | -40.7% | +12.3% | -53.0% | -46.2% |
| 6M | -3.9% | +21.9% | -25.8% | -19.4% |
| YTD | +20.2% | +13.6% | +6.6% | +4.6% |
| 1Y | +17.6% | +0.5% | +17.1% | +12.9% |
| 3Y | -76.6% | +43.8% | -120.4% | -82.4% |
| All | -87.3% | +40.0% | -127.4% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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