+335.4%
AVGO vs SOFI
+99.0%
+236.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | +1.0% | -7.0% | +8.1% | +3.3% |
| 30D | -13.3% | -4.3% | -9.0% | -12.4% |
| 3M | -2.9% | +8.4% | -11.3% | -6.3% |
| 6M | +5.7% | -5.9% | +11.6% | +5.6% |
| YTD | +4.6% | -34.3% | +38.9% | +16.3% |
| 1Y | -1.6% | -32.6% | +30.9% | +6.8% |
| All | +335.4% | +99.0% | +236.5% | +246.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling