+867.0%
AVGO vs SOFI
+43.1%
+824.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.1% | +3.2% |
| 7D | -0.3% | +5.6% | -5.9% | -1.5% |
| 30D | -13.8% | -2.0% | -11.8% | -13.7% |
| 3M | -6.9% | +9.2% | -16.1% | -9.0% |
| 6M | +11.9% | -4.7% | +16.6% | +11.8% |
| YTD | +6.9% | -31.2% | +38.1% | +13.4% |
| 1Y | +7.4% | -30.6% | +38.0% | +13.0% |
| 3Y | +345.6% | +110.6% | +234.9% | +274.0% |
| 5Y | +718.9% | +16.4% | +702.5% | +584.1% |
| All | +867.0% | +43.1% | +824.0% | +681.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling