-87.3%
SEDG vs PTEN
+87.9%
-175.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.5% |
| 7D | +1.4% | +3.5% | -2.1% | +0.3% |
| 30D | +8.3% | +17.5% | -9.2% | +2.3% |
| 3M | -40.7% | +12.7% | -53.4% | -43.4% |
| 6M | -3.9% | +33.1% | -37.0% | -14.3% |
| YTD | +20.2% | +116.4% | -96.2% | -9.6% |
| 1Y | +17.6% | +141.2% | -123.6% | -15.3% |
| 3Y | -76.6% | -3.8% | -72.8% | -78.7% |
| All | -87.3% | +87.9% | -175.2% | -90.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling