+218.6%
ASML vs SOFI
+33.0%
+185.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.3% | +2.9% | +5.5% |
| 7D | -0.8% | +0.9% | -1.7% | -1.0% |
| 30D | -14.9% | +6.0% | -20.9% | -16.0% |
| 3M | -13.0% | -8.9% | -4.1% | -11.6% |
| 6M | -4.7% | +6.3% | -11.0% | -6.9% |
| YTD | +42.3% | -36.0% | +78.3% | +53.7% |
| 1Y | +49.7% | -40.6% | +90.3% | +63.6% |
| 3Y | +144.3% | +144.5% | -0.2% | +88.3% |
| 5Y | +86.4% | -24.3% | +110.7% | +54.8% |
| All | +218.6% | +33.0% | +185.5% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 10y: compounded portfolio wealth divided by compounded SOFI 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…
10y analysis · Full analysis span regression · 6 months rolling