+131.3%
META vs SOFI
+44.7%
+86.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.3% |
| 7D | +6.7% | +0.9% | +5.8% | +6.5% |
| 30D | +4.8% | -0.2% | +4.9% | +4.6% |
| 3M | -1.6% | +6.2% | -7.9% | -3.4% |
| 6M | -7.5% | -2.6% | -4.9% | -8.2% |
| YTD | -6.4% | -30.4% | +24.0% | -0.7% |
| 1Y | -17.3% | -28.2% | +10.9% | -13.8% |
| 3Y | +109.9% | +107.3% | +2.6% | +66.6% |
| 5Y | +65.4% | +20.2% | +45.2% | +27.7% |
| All | +131.3% | +44.7% | +86.6% | +76.3% |
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