-87.3%
SEDG vs SOXQ
+258.1%
-345.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.8% | -7.4% | -7.1% |
| 7D | +1.4% | +0.8% | +0.6% | +0.5% |
| 30D | +8.3% | -4.6% | +12.9% | +12.0% |
| 3M | -40.7% | -10.2% | -30.5% | -35.3% |
| 6M | -3.9% | +49.7% | -53.6% | -32.3% |
| YTD | +20.2% | +67.2% | -47.0% | -22.7% |
| 1Y | +17.6% | +98.0% | -80.4% | -33.6% |
| 3Y | -76.6% | +237.2% | -313.8% | -92.0% |
| All | -87.3% | +258.1% | -345.4% | -95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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