+75.5%
ASML vs SOFI
-28.4%
+103.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +4.0% | +4.7% |
| 7D | -9.0% | -3.3% | -5.7% | -8.1% |
| 30D | -21.0% | +3.5% | -24.5% | -21.8% |
| 3M | -16.3% | -10.4% | -5.9% | -14.3% |
| 6M | -7.5% | -0.6% | -7.0% | -8.7% |
| YTD | +34.0% | -38.1% | +72.1% | +48.5% |
| 1Y | +39.3% | -40.3% | +79.6% | +54.9% |
| 3Y | +128.9% | +116.4% | +12.4% | +66.0% |
| All | +75.5% | -28.4% | +103.8% | +57.7% |
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