+452.8%
WM vs SEDG
+38.0%
+414.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -0.5% | -8.4% | +8.0% | -0.3% |
| 30D | +13.3% | -14.1% | +27.4% | +13.6% |
| 3M | +4.4% | -12.9% | +17.3% | +4.6% |
| 6M | +10.8% | -33.0% | +43.9% | +10.8% |
| YTD | +9.1% | -4.1% | +13.2% | +7.3% |
| 1Y | +19.1% | -30.9% | +50.0% | +18.3% |
| 3Y | +45.7% | -60.7% | +106.3% | +43.5% |
| 5Y | +60.4% | -92.1% | +152.6% | +68.1% |
| 10Y | +328.7% | +97.6% | +231.1% | +271.1% |
| All | +452.8% | +38.0% | +414.9% | +362.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling