+92.6%
LLY vs SOFI
+108.2%
-15.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.1% | -2.2% |
| 7D | -3.1% | +5.6% | -8.7% | -3.4% |
| 30D | -5.1% | -2.0% | -3.1% | -5.0% |
| 3M | -2.1% | +9.2% | -11.2% | -2.7% |
| 6M | +13.8% | -4.7% | +18.6% | +13.7% |
| YTD | +5.1% | -31.2% | +36.3% | +6.5% |
| 1Y | +53.1% | -30.6% | +83.7% | +54.4% |
| All | +92.6% | +108.2% | -15.6% | +79.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling