+41.1%
SOFI vs SEDG
-88.6%
+129.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -1.8% |
| 7D | -7.0% | +8.7% | -15.8% | -9.0% |
| 30D | -4.3% | +10.3% | -14.6% | -6.9% |
| 3M | +8.4% | -32.6% | +41.1% | +16.3% |
| 6M | -5.9% | -3.6% | -2.3% | -11.7% |
| YTD | -34.3% | +27.4% | -61.6% | -43.8% |
| 1Y | -32.6% | +24.9% | -57.5% | -43.0% |
| 3Y | +101.3% | -75.3% | +176.6% | +152.0% |
| 5Y | +12.6% | -86.3% | +98.9% | +58.6% |
| All | +41.1% | -88.6% | +129.6% | +104.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling