+46.1%
GOOGL vs SOFI
-25.1%
+71.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.9% |
| 7D | -2.3% | +0.9% | -3.2% | -2.5% |
| 30D | -6.6% | -0.2% | -6.4% | -6.8% |
| 3M | -9.0% | +6.2% | -15.2% | -10.3% |
| 6M | +11.8% | -2.6% | +14.4% | +10.7% |
| YTD | +8.3% | -30.4% | +38.7% | +13.1% |
| 1Y | +46.1% | -28.2% | +74.3% | +48.1% |
| All | +46.1% | -25.1% | +71.2% | +48.1% |
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 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