+635.4%
LLY vs SOFI
+44.7%
+590.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | -2.1% | +0.9% | -3.0% | -2.2% |
| 30D | -1.6% | -0.2% | -1.4% | -1.6% |
| 3M | +2.3% | +6.2% | -4.0% | +2.0% |
| 6M | +14.9% | -2.6% | +17.5% | +14.7% |
| YTD | +7.5% | -30.4% | +37.9% | +8.2% |
| 1Y | +55.7% | -28.2% | +83.9% | +56.3% |
| 3Y | +110.6% | +107.3% | +3.3% | +103.2% |
| 5Y | +363.4% | +20.2% | +343.2% | +344.5% |
| All | +635.4% | +44.7% | +590.6% | +600.7% |
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