+79.8%
IBM vs SOFI
+100.2%
-20.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.3% | +3.9% |
| 7D | +3.6% | -4.9% | +8.5% | +4.3% |
| 30D | +3.1% | -3.5% | +6.6% | +3.5% |
| 3M | -10.8% | +3.9% | -14.7% | -11.9% |
| 6M | -0.8% | -6.5% | +5.7% | -0.8% |
| YTD | -16.2% | -33.8% | +17.7% | -13.0% |
| 1Y | -2.9% | -33.3% | +30.4% | +0.1% |
| 3Y | +79.8% | +94.6% | -14.8% | +62.0% |
| All | +79.8% | +100.2% | -20.4% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling