-21.4%
NOW vs SOFI
-25.1%
+3.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.5% |
| 7D | -2.4% | +0.9% | -3.3% | -2.6% |
| 30D | +20.5% | -0.2% | +20.7% | +20.2% |
| 3M | +18.3% | +6.2% | +12.1% | +15.2% |
| 6M | +24.1% | -2.6% | +26.6% | +23.2% |
| YTD | -7.8% | -30.4% | +22.6% | -4.2% |
| 1Y | -21.4% | -28.2% | +6.8% | -20.1% |
| All | -21.4% | -25.1% | +3.7% | -20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling