+129.4%
LITE vs SOFI
-42.4%
+171.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.3% | +7.4% | +9.4% |
| 7D | -12.9% | +0.9% | -13.8% | -12.7% |
| 30D | -46.0% | +6.0% | -52.0% | -46.5% |
| 3M | -33.0% | -8.9% | -24.2% | -30.9% |
| 6M | -34.0% | +6.3% | -40.4% | -34.2% |
| YTD | +61.7% | -36.0% | +97.8% | +73.7% |
| All | +129.4% | -42.4% | +171.7% | +184.0% |
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 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