+206.5%
WELL vs SEDG
-86.8%
+293.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.5% | -0.2% |
| 7D | -2.2% | +8.7% | -11.0% | -2.5% |
| 30D | +4.7% | +10.3% | -5.6% | +4.3% |
| 3M | +11.9% | -32.6% | +44.6% | +12.8% |
| 6M | +14.3% | -3.6% | +17.9% | +12.3% |
| YTD | +28.4% | +27.4% | +1.0% | +24.0% |
| 1Y | +42.3% | +24.9% | +17.4% | +36.6% |
| 3Y | +202.6% | -75.3% | +277.9% | +232.8% |
| 5Y | +206.5% | -86.3% | +292.8% | +253.6% |
| All | +206.5% | -86.8% | +293.3% | +253.6% |
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