-6.8%
AVGO vs SOFI
-40.7%
+33.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.6% | -5.6% | -3.1% |
| 7D | -7.5% | +1.4% | -8.9% | -7.9% |
| 30D | -10.2% | +9.2% | -19.4% | -12.7% |
| 3M | -22.0% | -7.1% | -15.0% | -20.8% |
| 6M | -21.6% | +7.3% | -28.9% | -24.5% |
| YTD | -5.4% | -33.6% | +28.2% | +2.2% |
| 1Y | -6.8% | -40.8% | +34.0% | +4.1% |
| All | -6.8% | -40.7% | +33.8% | +4.1% |
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 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