+46.8%
NFLX vs SOFI
+43.1%
+3.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.7% |
| 7D | -5.0% | +5.6% | -10.6% | -6.0% |
| 30D | +3.5% | -2.0% | +5.6% | +3.8% |
| 3M | -7.1% | +9.2% | -16.3% | -9.3% |
| 6M | -22.5% | -4.7% | -17.8% | -22.9% |
| YTD | -18.1% | -31.2% | +13.1% | -13.7% |
| 1Y | -38.3% | -30.6% | -7.7% | -35.7% |
| 3Y | +73.4% | +110.6% | -37.3% | +35.6% |
| 5Y | +26.7% | +16.4% | +10.3% | -2.1% |
| All | +46.8% | +43.1% | +3.8% | +11.4% |
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