+910.4%
BE vs SOFI
+37.6%
+872.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.6% | +6.0% | +6.4% |
| 7D | +9.0% | -4.9% | +14.0% | +11.5% |
| 30D | +16.3% | -3.5% | +19.7% | +17.8% |
| 3M | +10.8% | +3.9% | +6.9% | +9.1% |
| 6M | +73.2% | -6.5% | +79.7% | +74.5% |
| YTD | +217.4% | -33.8% | +251.2% | +273.2% |
| 1Y | +309.8% | -33.3% | +343.1% | +382.4% |
| 3Y | +1,726.2% | +94.6% | +1,631.6% | +1,215.4% |
| 5Y | +1,306.2% | +13.3% | +1,292.9% | +971.2% |
| All | +910.4% | +37.6% | +872.9% | +659.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling