+1,040.6%
NBIS vs SOFI
+67.7%
+972.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.6% |
| 7D | +8.3% | -7.0% | +15.3% | +13.9% |
| 30D | +18.1% | -4.3% | +22.3% | +20.7% |
| 3M | +7.8% | +8.4% | -0.7% | +1.7% |
| 6M | +136.6% | -5.9% | +142.5% | +141.2% |
| YTD | +172.5% | -34.3% | +206.8% | +254.9% |
| 1Y | +144.3% | -32.6% | +176.8% | +196.5% |
| All | +1,040.6% | +67.7% | +972.8% | +809.9% |
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 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