+96.8%
META vs SOFI
+125.1%
-28.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.3% | +4.2% | +3.2% |
| 7D | +5.2% | -4.9% | +10.0% | +6.3% |
| 30D | -13.0% | +8.4% | -21.4% | -14.8% |
| 3M | +7.9% | -16.3% | +24.3% | +11.5% |
| 6M | +4.2% | +0.7% | +3.5% | +2.6% |
| YTD | -2.5% | -41.1% | +38.6% | +7.2% |
| 1Y | +5.6% | -45.7% | +51.3% | +18.0% |
| 3Y | +96.8% | +119.0% | -22.2% | +65.7% |
| All | +96.8% | +125.1% | -28.3% | +65.7% |
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 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