+15.4%
SOFI vs SEDG
-87.2%
+102.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.6% | +6.3% | +1.9% |
| 7D | -4.9% | +1.4% | -6.3% | -5.4% |
| 30D | -3.5% | +8.3% | -11.8% | -5.6% |
| 3M | +3.9% | -40.7% | +44.6% | +14.2% |
| 6M | -6.5% | -3.9% | -2.6% | -12.0% |
| YTD | -33.8% | +20.2% | -54.1% | -42.2% |
| 1Y | -33.3% | +17.6% | -50.9% | -42.2% |
| 3Y | +94.6% | -76.6% | +171.2% | +154.6% |
| All | +15.4% | -87.2% | +102.5% | +65.3% |
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