+140.8%
META vs SOFI
+33.0%
+107.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.3% | +1.8% | +4.4% |
| 7D | +5.7% | +0.9% | +4.8% | +5.5% |
| 30D | -10.8% | +6.0% | -16.8% | -12.2% |
| 3M | +8.4% | -8.9% | +17.3% | +9.9% |
| 6M | +5.4% | +6.3% | -1.0% | +2.6% |
| YTD | -2.6% | -36.0% | +33.4% | +4.7% |
| 1Y | +3.5% | -40.6% | +44.1% | +12.3% |
| 3Y | +102.0% | +144.5% | -42.5% | +55.1% |
| 5Y | +93.1% | -24.3% | +117.4% | +53.4% |
| All | +140.8% | +33.0% | +107.7% | +86.0% |
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