-34.7%
UPS vs SEDG
-87.2%
+52.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.6% | +5.9% | +0.8% |
| 7D | -2.0% | +1.4% | -3.4% | -2.1% |
| 30D | -2.0% | +8.3% | -10.3% | -2.8% |
| 3M | -6.2% | -40.7% | +34.4% | -3.2% |
| 6M | +2.8% | -3.9% | +6.7% | +0.7% |
| YTD | +5.9% | +20.2% | -14.3% | +1.2% |
| 1Y | +26.2% | +17.6% | +8.6% | +19.2% |
| 3Y | -26.0% | -76.6% | +50.6% | -21.2% |
| All | -34.7% | -87.2% | +52.5% | -26.6% |
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