-5.7%
SEDG vs PTEN
+79.8%
-85.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -9.4% | +0.7% | -6.4% |
| 7D | +1.8% | -15.5% | +17.3% | +5.6% |
| 30D | -12.7% | -7.8% | -4.9% | -11.7% |
| 3M | -38.4% | +6.4% | -44.8% | -40.3% |
| 6M | -27.7% | -11.9% | -15.8% | -25.8% |
| YTD | +4.1% | +79.4% | -75.3% | -20.6% |
| 1Y | -5.7% | +84.9% | -90.6% | -29.5% |
| All | -5.7% | +79.8% | -85.5% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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