-5.7%
SEDG vs PFG
+46.8%
-52.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +4.1% | -12.8% | -9.4% |
| 7D | +1.8% | +4.9% | -3.1% | +0.8% |
| 30D | -12.7% | +5.7% | -18.3% | -13.7% |
| 3M | -38.4% | +2.6% | -41.0% | -38.8% |
| 6M | -27.7% | +19.8% | -47.5% | -32.0% |
| YTD | +4.1% | +36.3% | -32.2% | -5.3% |
| 1Y | -5.7% | +47.9% | -53.5% | -12.8% |
| All | -5.7% | +46.8% | -52.5% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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