+390.2%
LLY vs SOFI
+13.2%
+377.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +0.1% |
| 7D | -3.1% | -2.9% | -0.2% | -3.0% |
| 30D | -8.6% | -4.4% | -4.3% | -8.5% |
| 3M | -1.6% | +5.2% | -6.9% | -1.9% |
| 6M | +11.8% | -7.8% | +19.6% | +11.8% |
| YTD | +5.1% | -33.8% | +38.9% | +6.1% |
| 1Y | +50.7% | -33.3% | +84.0% | +51.8% |
| 3Y | +95.7% | +102.7% | -7.0% | +87.4% |
| 5Y | +390.2% | +10.5% | +379.7% | +367.3% |
| All | +390.2% | +13.2% | +377.0% | +367.3% |
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 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