+291.9%
GOOG vs SOFI
+37.6%
+254.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | 0.0% | -4.9% | +5.0% | +0.8% |
| 30D | -2.0% | -3.5% | +1.5% | -1.6% |
| 3M | -5.9% | +3.9% | -9.8% | -6.8% |
| 6M | +8.9% | -6.5% | +15.4% | +9.0% |
| YTD | +7.1% | -33.8% | +41.0% | +12.4% |
| 1Y | +39.7% | -33.3% | +73.0% | +45.4% |
| 3Y | +145.8% | +94.6% | +51.2% | +110.6% |
| 5Y | +138.6% | +13.3% | +125.3% | +98.5% |
| All | +291.9% | +37.6% | +254.3% | +219.1% |
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