+33.4%
XLB vs SEDG
-86.8%
+120.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -1.6% |
| 7D | -3.5% | +8.7% | -12.3% | -4.2% |
| 30D | -4.7% | +10.3% | -15.0% | -5.5% |
| 3M | +2.7% | -32.6% | +35.3% | +4.8% |
| 6M | +2.6% | -3.6% | +6.2% | 0.0% |
| YTD | +12.8% | +27.4% | -14.5% | +6.6% |
| 1Y | +14.0% | +24.9% | -11.0% | +6.6% |
| 3Y | +31.5% | -75.3% | +106.8% | +39.6% |
| 5Y | +33.4% | -86.3% | +119.7% | +47.1% |
| All | +33.4% | -86.8% | +120.2% | +47.1% |
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