-4.4%
HOOD vs SOFI
-32.8%
+28.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.2% |
| 7D | -7.8% | -4.9% | -2.9% | -3.9% |
| 30D | +18.6% | -3.5% | +22.1% | +23.1% |
| 3M | +22.1% | +3.9% | +18.2% | +17.8% |
| 6M | +43.1% | -6.5% | +49.6% | +51.0% |
| YTD | -0.5% | -33.8% | +33.4% | +31.6% |
| 1Y | -4.4% | -33.3% | +28.9% | +37.6% |
| All | -4.4% | -32.8% | +28.4% | +37.6% |
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