+76.5%
VUG vs SEDG
-86.8%
+163.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.4% | -4.9% | -0.9% |
| 7D | -1.9% | +8.7% | -10.6% | -2.7% |
| 30D | -1.6% | +10.3% | -11.9% | -2.6% |
| 3M | +4.4% | -32.6% | +37.0% | +7.0% |
| 6M | +13.2% | -3.6% | +16.8% | +10.5% |
| YTD | +7.5% | +27.4% | -19.9% | +1.4% |
| 1Y | +12.5% | +24.9% | -12.4% | +5.0% |
| 3Y | +86.0% | -75.3% | +161.3% | +109.1% |
| 5Y | +76.5% | -86.3% | +162.8% | +108.5% |
| All | +76.5% | -86.8% | +163.3% | +108.5% |
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