+286.8%
GOOGL vs SOFI
+37.6%
+249.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.5% | -1.7% |
| 7D | -1.9% | -2.9% | +1.0% | -1.4% |
| 30D | -7.5% | -4.4% | -3.1% | -7.0% |
| 3M | -9.2% | +5.2% | -14.4% | -10.2% |
| 6M | +8.1% | -7.8% | +15.8% | +8.4% |
| YTD | +5.8% | -33.8% | +39.6% | +11.1% |
| 1Y | +38.3% | -33.3% | +71.6% | +43.9% |
| 3Y | +144.8% | +102.7% | +42.1% | +108.9% |
| 5Y | +132.5% | +10.5% | +122.1% | +94.0% |
| All | +286.8% | +37.6% | +249.1% | +214.8% |
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