+100.2%
SEDG vs RGEN
+415.7%
-315.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -5.7% |
| 7D | +1.4% | -1.4% | +2.8% | +2.0% |
| 30D | +8.3% | -0.3% | +8.6% | +8.4% |
| 3M | -40.7% | +23.9% | -64.5% | -46.5% |
| 6M | -3.9% | +38.5% | -42.4% | -18.9% |
| YTD | +20.2% | +0.8% | +19.4% | +14.9% |
| 1Y | +17.6% | +38.2% | -20.6% | -0.8% |
| 3Y | -76.6% | +1.3% | -77.9% | -78.6% |
| 5Y | -87.1% | -44.0% | -43.1% | -86.4% |
| All | +100.2% | +415.7% | -315.5% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling