+49.8%
LLY vs SOFI
-34.5%
+84.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | -3.2% | -7.0% | +3.9% | -3.1% |
| 30D | -7.4% | -4.3% | -3.2% | -7.4% |
| 3M | -1.0% | +8.4% | -9.5% | -1.2% |
| 6M | +12.5% | -5.9% | +18.4% | +12.2% |
| YTD | +5.0% | -34.3% | +39.3% | +4.0% |
| 1Y | +49.8% | -32.6% | +82.3% | +54.3% |
| All | +49.8% | -34.5% | +84.3% | +54.3% |
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