+555.0%
LITE vs SOFI
-30.2%
+585.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.2% | +12.2% | +11.4% |
| 7D | +12.6% | +5.6% | +7.0% | +10.5% |
| 30D | +9.9% | -2.0% | +11.9% | +10.5% |
| 3M | +9.3% | +9.2% | +0.1% | +6.8% |
| 6M | +75.2% | -4.7% | +79.9% | +75.2% |
| YTD | +165.5% | -31.2% | +196.7% | +184.6% |
| 1Y | +555.0% | -30.6% | +585.6% | +637.8% |
| All | +555.0% | -30.2% | +585.2% | +637.8% |
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