+849.8%
AVGO vs SOFI
+37.6%
+812.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +1.1% | -4.9% | +6.1% | +2.2% |
| 30D | -13.0% | -3.5% | -9.5% | -12.6% |
| 3M | -6.0% | +3.9% | -9.9% | -7.2% |
| 6M | +6.4% | -6.5% | +12.9% | +6.7% |
| YTD | +5.0% | -33.8% | +38.8% | +12.3% |
| 1Y | +1.4% | -33.3% | +34.7% | +7.6% |
| 3Y | +336.8% | +94.6% | +242.2% | +271.8% |
| 5Y | +698.2% | +13.3% | +684.9% | +571.5% |
| All | +849.8% | +37.6% | +812.2% | +674.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling