-5.7%
SEDG vs SONY
-6.4%
+0.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +2.2% | -10.9% | -8.7% |
| 7D | +1.8% | +2.9% | -1.1% | +1.8% |
| 30D | -12.7% | +10.2% | -22.9% | -12.5% |
| 3M | -38.4% | +16.1% | -54.5% | -38.4% |
| 6M | -27.7% | +32.1% | -59.8% | -29.5% |
| YTD | +4.1% | +1.4% | +2.7% | +14.5% |
| 1Y | -5.7% | -7.0% | +1.4% | +11.1% |
| All | -5.7% | -6.4% | +0.7% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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