+163.0%
LITE vs SOFI
-51.4%
+214.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.1% | -4.0% |
| 7D | +10.8% | -4.9% | +15.6% | +12.9% |
| 30D | -33.4% | +8.4% | -41.9% | -34.2% |
| 3M | -32.2% | -16.3% | -15.9% | -28.1% |
| 6M | -42.1% | +0.7% | -42.8% | -40.4% |
| YTD | +61.9% | -41.1% | +103.0% | +70.1% |
| 1Y | +163.0% | -45.7% | +208.7% | +197.9% |
| All | +163.0% | -51.4% | +214.4% | +197.9% |
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 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