+2.6%
NOW vs SOFI
+13.9%
-11.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -4.7% |
| 7D | -6.1% | +5.6% | -11.7% | -7.5% |
| 30D | +7.5% | -2.0% | +9.5% | +7.8% |
| 3M | +17.5% | +9.2% | +8.4% | +13.4% |
| 6M | +7.9% | -4.7% | +12.6% | +8.2% |
| YTD | -12.4% | -31.2% | +18.8% | -4.8% |
| 1Y | -28.6% | -30.6% | +2.1% | -23.8% |
| 3Y | +11.8% | +110.6% | -98.8% | -18.8% |
| 5Y | +2.6% | +16.4% | -13.8% | -23.0% |
| All | +2.6% | +13.9% | -11.3% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling