+57.9%
SO vs SEDG
-87.1%
+145.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | -0.7% |
| 7D | 0.0% | +3.6% | -3.6% | 0.0% |
| 30D | -2.5% | +9.3% | -11.8% | -2.6% |
| 3M | -4.2% | -39.1% | +34.9% | -3.7% |
| 6M | -7.7% | +1.8% | -9.4% | -8.5% |
| YTD | +3.8% | +22.0% | -18.2% | +2.2% |
| 1Y | +0.1% | +17.2% | -17.2% | -1.7% |
| 3Y | +44.2% | -76.3% | +120.6% | +49.3% |
| 5Y | +57.9% | -87.2% | +145.1% | +68.0% |
| All | +57.9% | -87.1% | +145.0% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SEDG.
Daily Out/Under-Performance
Portfolio return minus SEDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEDG 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 SEDG 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