+901.5%
LITE vs SOFI
+17.5%
+884.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +4.5% |
| 7D | -1.5% | +0.9% | -2.4% | -1.9% |
| 30D | +6.7% | -0.2% | +6.8% | +6.5% |
| 3M | -6.8% | +6.2% | -13.0% | -8.4% |
| 6M | +29.4% | -2.6% | +32.0% | +28.7% |
| YTD | +139.1% | -30.4% | +169.5% | +159.1% |
| 1Y | +521.0% | -28.2% | +549.2% | +563.9% |
| 3Y | +1,535.3% | +107.3% | +1,428.0% | +1,178.4% |
| All | +901.5% | +17.5% | +884.0% | +647.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling