+139.3%
BAC vs SOFI
+37.6%
+101.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | 0.0% | -4.9% | +5.0% | +0.6% |
| 30D | -2.8% | -3.5% | +0.7% | -2.5% |
| 3M | +14.2% | +3.9% | +10.3% | +13.2% |
| 6M | +30.5% | -6.5% | +37.1% | +30.4% |
| YTD | +15.8% | -33.8% | +49.7% | +20.4% |
| 1Y | +26.2% | -33.3% | +59.4% | +30.2% |
| 3Y | +136.5% | +94.6% | +41.9% | +109.2% |
| 5Y | +75.9% | +13.3% | +62.7% | +51.7% |
| All | +139.3% | +37.6% | +101.8% | +103.9% |
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 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