+100.2%
SEDG vs UUUU
+465.5%
-365.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.0% | -0.6% | -4.5% |
| 7D | +1.4% | -10.5% | +11.9% | +3.9% |
| 30D | +8.3% | -10.5% | +18.8% | +10.9% |
| 3M | -40.7% | -14.1% | -26.5% | -38.5% |
| 6M | -3.9% | -35.5% | +31.6% | +4.1% |
| YTD | +20.2% | -10.9% | +31.1% | +19.8% |
| 1Y | +17.6% | +3.4% | +14.2% | +10.2% |
| 3Y | -76.6% | +73.1% | -149.7% | -82.0% |
| 5Y | -87.1% | +87.1% | -174.2% | -90.7% |
| All | +100.2% | +465.5% | -365.3% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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