+92.1%
CAT vs SOFI
-34.5%
+126.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | +0.6% | -7.0% | +7.6% | +2.1% |
| 30D | -4.5% | -4.3% | -0.3% | -3.8% |
| 3M | -5.8% | +8.4% | -14.2% | -7.6% |
| 6M | +12.7% | -5.9% | +18.7% | +12.0% |
| YTD | +41.4% | -34.3% | +75.6% | +47.8% |
| 1Y | +92.1% | -32.6% | +124.6% | +104.0% |
| All | +92.1% | -34.5% | +126.6% | +104.0% |
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