+46.6%
ASML vs SOFI
-42.4%
+88.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.3% | +2.9% | +5.3% |
| 7D | -0.8% | +0.9% | -1.7% | -0.9% |
| 30D | -14.9% | +6.0% | -20.9% | -16.1% |
| 3M | -13.0% | -8.9% | -4.1% | -11.2% |
| 6M | -4.7% | +6.3% | -11.0% | -7.6% |
| YTD | +42.3% | -36.0% | +78.3% | +57.0% |
| All | +46.6% | -42.4% | +88.9% | +67.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling