+545.8%
LITE vs SOFI
+24.1%
+521.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.9% | +0.3% | -2.6% |
| 7D | +22.6% | -2.6% | +25.1% | +23.5% |
| 30D | -36.8% | +2.6% | -39.3% | -36.9% |
| 3M | -33.0% | -12.9% | -20.1% | -30.6% |
| 6M | -37.1% | -1.7% | -35.4% | -36.7% |
| YTD | +69.5% | -40.3% | +109.8% | +88.2% |
| 1Y | +146.1% | -51.5% | +197.6% | +187.9% |
| 3Y | +1,440.8% | +125.2% | +1,315.6% | +1,202.6% |
| 5Y | +580.4% | -31.3% | +611.8% | +491.9% |
| All | +545.8% | +24.1% | +521.7% | +453.1% |
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