+911.7%
LITE vs SOFI
+43.1%
+868.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.2% | +12.2% | +11.3% |
| 7D | +12.6% | +5.6% | +7.0% | +11.0% |
| 30D | +9.9% | -2.0% | +11.9% | +10.3% |
| 3M | +9.3% | +9.2% | +0.1% | +7.1% |
| 6M | +75.2% | -4.7% | +79.9% | +75.4% |
| YTD | +165.5% | -31.2% | +196.7% | +183.7% |
| 1Y | +555.0% | -30.6% | +585.6% | +597.2% |
| 3Y | +1,870.5% | +110.6% | +1,759.8% | +1,547.0% |
| 5Y | +1,009.8% | +16.4% | +993.4% | +808.1% |
| All | +911.7% | +43.1% | +868.7% | +733.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling