+1,218.2%
BE vs SOFI
+9.1%
+1,209.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.7% |
| 7D | +9.7% | -7.0% | +16.8% | +13.8% |
| 30D | +22.4% | -4.3% | +26.7% | +24.7% |
| 3M | +10.4% | +8.4% | +1.9% | +6.0% |
| 6M | +67.9% | -5.9% | +73.8% | +68.2% |
| YTD | +197.5% | -34.3% | +231.8% | +259.3% |
| 1Y | +310.6% | -32.6% | +343.1% | +391.1% |
| 3Y | +1,657.2% | +101.3% | +1,556.0% | +1,049.0% |
| 5Y | +1,218.2% | +12.6% | +1,205.6% | +862.8% |
| All | +1,218.2% | +9.1% | +1,209.0% | +862.8% |
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