+57.3%
LLY vs SOFI
-40.7%
+98.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.6% | -3.0% | +0.5% |
| 7D | +10.1% | +1.4% | +8.7% | +10.0% |
| 30D | +24.0% | +9.2% | +14.9% | +23.6% |
| 3M | +27.3% | -7.1% | +34.3% | +27.3% |
| 6M | +47.0% | +7.3% | +39.7% | +46.1% |
| YTD | +32.6% | -33.6% | +66.2% | +32.2% |
| 1Y | +57.3% | -40.8% | +98.2% | +58.1% |
| All | +57.3% | -40.7% | +98.0% | +58.1% |
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