+140.8%
META vs SOFI
+30.0%
+110.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.5% |
| 7D | +3.3% | -2.4% | +5.7% | +3.8% |
| 30D | -10.8% | +3.6% | -14.4% | -11.8% |
| 3M | +7.9% | -9.7% | +17.6% | +9.5% |
| 6M | +5.4% | +3.9% | +1.5% | +3.1% |
| YTD | -2.6% | -37.5% | +34.9% | +5.2% |
| 1Y | +1.9% | -46.4% | +48.3% | +13.1% |
| 3Y | +97.0% | +135.9% | -38.9% | +52.3% |
| 5Y | +97.6% | -19.8% | +117.5% | +57.2% |
| All | +140.8% | +30.0% | +110.7% | +86.9% |
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