-86.7%
SEDG vs PTC
+1.8%
-88.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -5.5% | +12.0% | +9.6% |
| 7D | +12.1% | -12.8% | +24.9% | +20.3% |
| 30D | +14.7% | -9.8% | +24.5% | +20.7% |
| 3M | -43.0% | -2.1% | -41.0% | -44.0% |
| 6M | +9.0% | -18.1% | +27.1% | +18.6% |
| YTD | +26.3% | -23.5% | +49.8% | +43.2% |
| 1Y | +8.9% | -37.4% | +46.3% | +45.4% |
| 3Y | -75.5% | -7.2% | -68.3% | -76.9% |
| 5Y | -86.7% | +2.7% | -89.4% | -88.5% |
| All | -86.7% | +1.8% | -88.6% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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