+97.9%
BAC vs SOFI
+125.1%
-27.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.2% |
| 7D | +3.2% | -4.9% | +8.1% | +4.1% |
| 30D | -0.7% | +8.4% | -9.2% | -2.3% |
| 3M | -20.0% | -16.3% | -3.7% | -17.9% |
| 6M | +3.4% | +0.7% | +2.7% | +1.8% |
| YTD | -5.7% | -41.1% | +35.4% | +1.7% |
| 1Y | -1.4% | -45.7% | +44.2% | +7.7% |
| 3Y | +97.9% | +119.0% | -21.1% | +56.6% |
| All | +97.9% | +125.1% | -27.2% | +56.6% |
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