+516.4%
LITE vs SOFI
+33.0%
+483.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.3% | +7.4% | +9.8% |
| 7D | -12.9% | +0.9% | -13.8% | -12.8% |
| 30D | -46.0% | +6.0% | -52.0% | -46.5% |
| 3M | -33.0% | -8.9% | -24.2% | -31.4% |
| 6M | -34.0% | +6.3% | -40.4% | -34.9% |
| YTD | +61.7% | -36.0% | +97.8% | +76.5% |
| 1Y | +148.3% | -40.6% | +188.9% | +176.6% |
| 3Y | +1,408.5% | +144.5% | +1,264.0% | +1,150.8% |
| 5Y | +546.2% | -24.3% | +570.5% | +451.3% |
| All | +516.4% | +33.0% | +483.3% | +418.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling