+136.4%
BAC vs SOFI
+100.3%
+36.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +1.1% |
| 7D | +0.6% | -2.9% | +3.5% | +1.1% |
| 30D | -1.4% | -4.4% | +3.0% | -0.8% |
| 3M | +15.7% | +5.2% | +10.5% | +13.8% |
| 6M | +32.2% | -7.8% | +40.0% | +32.2% |
| YTD | +15.8% | -33.8% | +49.6% | +22.9% |
| 1Y | +27.3% | -33.3% | +60.5% | +33.2% |
| All | +136.4% | +100.3% | +36.1% | +88.5% |
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