-31.2%
UPST vs SEDG
-40.5%
+9.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -8.9% | +2.1% | -4.8% |
| 7D | -13.5% | -7.3% | -6.2% | -11.9% |
| 30D | -19.6% | -25.3% | +5.7% | -14.8% |
| 3M | -34.2% | -24.1% | -10.1% | -30.8% |
| 6M | -31.2% | -39.9% | +8.7% | -27.8% |
| All | -31.2% | -40.5% | +9.3% | -27.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling