+175.3%
HOOD vs SOFI
+9.1%
+166.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.3% |
| 7D | -9.1% | -7.0% | -2.1% | -4.9% |
| 30D | +20.1% | -4.3% | +24.4% | +24.3% |
| 3M | +31.2% | +8.4% | +22.8% | +24.7% |
| 6M | +44.3% | -5.9% | +50.2% | +51.2% |
| YTD | +0.2% | -34.3% | +34.5% | +30.7% |
| 1Y | -3.5% | -32.6% | +29.0% | +22.6% |
| 3Y | +955.2% | +101.3% | +853.9% | +588.6% |
| 5Y | +175.3% | +12.6% | +162.7% | +99.0% |
| All | +175.3% | +9.1% | +166.1% | +99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling