-86.6%
SEDG vs UUUU
+88.5%
-175.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -6.3% | +10.7% | +6.2% |
| 7D | +8.7% | -5.0% | +13.7% | +10.2% |
| 30D | +10.3% | -7.8% | +18.1% | +12.6% |
| 3M | -32.6% | -0.4% | -32.2% | -32.5% |
| 6M | -3.6% | -32.9% | +29.3% | +5.1% |
| YTD | +27.4% | -6.3% | +33.6% | +23.7% |
| 1Y | +24.9% | +7.9% | +17.0% | +11.3% |
| 3Y | -75.3% | +85.2% | -160.5% | -83.7% |
| All | -86.6% | +88.5% | -175.1% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling