-86.3%
SEDG vs RGEN
-44.2%
-42.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.5% |
| 7D | +8.7% | -2.9% | +11.6% | +10.0% |
| 30D | +10.3% | -0.1% | +10.4% | +10.3% |
| 3M | -32.6% | +25.9% | -58.6% | -40.0% |
| 6M | -3.6% | +35.2% | -38.8% | -18.7% |
| YTD | +27.4% | +0.5% | +26.9% | +22.2% |
| 1Y | +24.9% | +37.0% | -12.1% | +4.4% |
| 3Y | -75.3% | +2.0% | -77.3% | -77.5% |
| 5Y | -86.3% | -44.2% | -42.1% | -86.1% |
| All | -86.3% | -44.2% | -42.1% | -86.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling