+70.1%
SEDG vs SONY
+372.9%
-302.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -3.0% | -3.1% |
| 7D | +3.6% | -4.9% | +8.5% | +6.1% |
| 30D | +9.3% | -1.6% | +10.9% | +9.8% |
| 3M | -39.1% | +10.0% | -49.1% | -43.2% |
| 6M | +1.8% | +8.4% | -6.6% | -5.3% |
| YTD | +22.0% | -8.4% | +30.5% | +24.4% |
| 1Y | +17.2% | -18.4% | +35.6% | +27.5% |
| 3Y | -76.3% | +41.0% | -117.3% | -81.3% |
| 5Y | -87.2% | +9.3% | -96.5% | -88.5% |
| 10Y | +108.6% | +281.7% | -173.1% | +8.6% |
| All | +70.1% | +372.9% | -302.8% | -10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling