+108.6%
ASML vs SOFI
+17.5%
+91.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.7% | +4.6% |
| 7D | +1.1% | +0.9% | +0.2% | +0.8% |
| 30D | +2.2% | -0.2% | +2.3% | +2.0% |
| 3M | -2.3% | +6.2% | -8.5% | -4.4% |
| 6M | +23.0% | -2.6% | +25.5% | +21.8% |
| YTD | +61.1% | -30.4% | +91.5% | +73.2% |
| 1Y | +129.1% | -28.2% | +157.3% | +141.2% |
| 3Y | +165.4% | +107.3% | +58.1% | +97.2% |
| All | +108.6% | +17.5% | +91.0% | +56.1% |
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