+48.0%
NFLX vs SOFI
+37.6%
+10.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.7% |
| 7D | -1.1% | -4.9% | +3.9% | -0.1% |
| 30D | +4.3% | -3.5% | +7.8% | +4.8% |
| 3M | -4.8% | +3.9% | -8.7% | -6.1% |
| 6M | -18.4% | -6.5% | -11.9% | -18.6% |
| YTD | -17.4% | -33.8% | +16.4% | -12.3% |
| 1Y | -35.7% | -33.3% | -2.4% | -32.5% |
| 3Y | +73.8% | +94.6% | -20.8% | +38.1% |
| 5Y | +29.3% | +13.3% | +16.0% | +0.7% |
| All | +48.0% | +37.6% | +10.5% | +13.2% |
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