+39.8%
BKNG vs SOFI
+99.0%
-59.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | -10.7% | -7.0% | -3.6% | -9.5% |
| 30D | -18.1% | -4.3% | -13.8% | -17.7% |
| 3M | +8.5% | +8.4% | +0.1% | +6.3% |
| 6M | -0.1% | -5.9% | +5.8% | -0.3% |
| YTD | -18.2% | -34.3% | +16.0% | -13.5% |
| 1Y | -19.9% | -32.6% | +12.7% | -16.6% |
| All | +39.8% | +99.0% | -59.1% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling