+21.3%
BAC vs SOFI
-32.0%
+53.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | +0.3% |
| 7D | +1.5% | -2.6% | +4.1% | +1.9% |
| 30D | -6.4% | +2.6% | -9.0% | -7.0% |
| 3M | -21.7% | -12.9% | -8.8% | -20.3% |
| 6M | +0.5% | -1.7% | +2.2% | -0.4% |
| YTD | -6.7% | -40.3% | +33.6% | -0.4% |
| 1Y | -4.7% | -51.5% | +46.8% | +4.9% |
| 3Y | +96.1% | +125.2% | -29.1% | +61.4% |
| All | +21.3% | -32.0% | +53.3% | +1.3% |
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