+271.0%
ASML vs SOFI
+43.1%
+228.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.2% | +4.1% | +3.2% |
| 7D | +6.0% | +5.6% | +0.4% | +4.7% |
| 30D | +1.4% | -2.0% | +3.4% | +1.6% |
| 3M | +1.0% | +9.2% | -8.1% | -1.4% |
| 6M | +37.0% | -4.7% | +41.7% | +36.6% |
| YTD | +65.8% | -31.2% | +97.0% | +76.6% |
| 1Y | +123.1% | -30.6% | +153.7% | +134.9% |
| 3Y | +188.2% | +110.6% | +77.5% | +128.0% |
| 5Y | +115.6% | +16.4% | +99.2% | +70.7% |
| All | +271.0% | +43.1% | +228.0% | +187.2% |
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