+25.8%
NOW vs SOFI
+37.6%
-11.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | -6.2% | -4.9% | -1.2% | -5.1% |
| 30D | +6.1% | -3.5% | +9.5% | +6.7% |
| 3M | +28.6% | +3.9% | +24.7% | +26.5% |
| 6M | +14.6% | -6.5% | +21.1% | +15.4% |
| YTD | -13.5% | -33.8% | +20.4% | -6.7% |
| 1Y | -29.4% | -33.3% | +3.9% | -24.9% |
| 3Y | +9.4% | +94.6% | -85.2% | -12.0% |
| 5Y | +2.3% | +13.3% | -11.0% | -19.0% |
| All | +25.8% | +37.6% | -11.8% | -0.9% |
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 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