+76.0%
SEDG vs WU
-32.0%
+108.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.5% | +9.0% | +7.8% |
| 7D | +12.1% | -0.8% | +13.0% | +12.5% |
| 30D | +14.7% | -1.1% | +15.8% | +15.0% |
| 3M | -43.0% | -1.8% | -41.2% | -43.7% |
| 6M | +9.0% | -23.9% | +33.0% | +21.6% |
| YTD | +26.3% | -20.4% | +46.7% | +36.5% |
| 1Y | +8.9% | -10.6% | +19.5% | +8.4% |
| 3Y | -75.5% | -27.7% | -47.8% | -72.3% |
| 5Y | -86.7% | -51.1% | -35.6% | -82.4% |
| 10Y | +110.6% | -40.7% | +151.3% | +123.7% |
| All | +76.0% | -32.0% | +108.0% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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