-57.4%
UPST vs SEDG
+3.4%
-60.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -1.8% |
| 7D | -3.5% | +8.9% | -12.4% | -4.9% |
| 30D | -7.1% | +0.9% | -8.0% | -7.4% |
| 3M | -13.1% | -53.2% | +40.2% | -4.1% |
| 6M | -1.1% | -9.9% | +8.8% | -3.3% |
| YTD | -35.9% | +18.5% | -54.4% | -40.4% |
| 1Y | -57.4% | +0.1% | -57.5% | -58.0% |
| All | -57.4% | +3.4% | -60.8% | -58.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling