+73.1%
BAC vs SOFI
+13.2%
+59.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +1.0% |
| 7D | +0.6% | -2.9% | +3.5% | +1.1% |
| 30D | -1.4% | -4.4% | +3.0% | -0.9% |
| 3M | +15.7% | +5.2% | +10.5% | +14.1% |
| 6M | +32.2% | -7.8% | +40.0% | +32.2% |
| YTD | +15.8% | -33.8% | +49.6% | +21.7% |
| 1Y | +27.3% | -33.3% | +60.5% | +32.4% |
| 3Y | +137.5% | +102.7% | +34.8% | +99.3% |
| 5Y | +73.1% | +10.5% | +62.6% | +39.3% |
| All | +73.1% | +13.2% | +59.9% | +39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling