+145.2%
META vs SOFI
+37.6%
+107.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.8% | +10.3% | +7.4% |
| 7D | +10.3% | -2.9% | +13.1% | +10.9% |
| 30D | +9.9% | -4.4% | +14.2% | +10.6% |
| 3M | +11.9% | +5.2% | +6.7% | +10.0% |
| 6M | +1.2% | -7.8% | +8.9% | +1.5% |
| YTD | -0.8% | -33.8% | +33.0% | +6.3% |
| 1Y | -14.3% | -33.3% | +18.9% | -9.3% |
| 3Y | +121.4% | +102.7% | +18.7% | +76.4% |
| 5Y | +74.5% | +10.5% | +64.0% | +36.2% |
| All | +145.2% | +37.6% | +107.5% | +88.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling