-3.0%
NOW vs SOFI
+22.5%
-25.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.9% |
| 7D | +0.3% | -4.9% | +5.1% | +1.4% |
| 30D | -27.0% | +8.4% | -35.4% | -28.6% |
| 3M | -19.6% | -16.3% | -3.3% | -17.2% |
| 6M | +17.5% | +0.7% | +16.7% | +15.9% |
| YTD | -33.3% | -41.1% | +7.8% | -26.7% |
| 1Y | -39.8% | -45.7% | +5.9% | -32.9% |
| 3Y | -19.9% | +119.0% | -139.0% | -37.1% |
| 5Y | -26.1% | -32.2% | +6.2% | -38.7% |
| All | -3.0% | +22.5% | -25.4% | -22.1% |
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 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