+82.7%
ASML vs SOFI
-32.9%
+115.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.2% |
| 7D | +4.9% | -4.9% | +9.8% | +6.4% |
| 30D | -9.3% | +8.4% | -17.7% | -11.3% |
| 3M | -19.0% | -16.3% | -2.6% | -15.5% |
| 6M | -5.2% | +0.7% | -5.9% | -6.6% |
| YTD | +40.6% | -41.1% | +81.7% | +58.0% |
| 1Y | +47.5% | -45.7% | +93.2% | +68.9% |
| 3Y | +133.9% | +119.0% | +14.8% | +69.0% |
| All | +82.7% | -32.9% | +115.6% | +72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling