+360.5%
BE vs SOFI
-25.1%
+385.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +8.9% | +8.2% |
| 7D | +20.0% | +0.9% | +19.1% | +19.2% |
| 30D | +7.9% | -0.2% | +8.1% | +7.6% |
| 3M | -13.2% | +6.2% | -19.5% | -16.3% |
| 6M | +53.5% | -2.6% | +56.0% | +49.1% |
| YTD | +191.0% | -30.4% | +221.4% | +254.9% |
| 1Y | +360.5% | -28.2% | +388.7% | +553.0% |
| All | +360.5% | -25.1% | +385.6% | +553.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling