-25.8%
NOW vs SOFI
-22.6%
-3.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.4% |
| 7D | -8.7% | -2.4% | -6.4% | -8.1% |
| 30D | -29.3% | +3.6% | -32.9% | -30.5% |
| 3M | -21.8% | -9.7% | -12.2% | -20.5% |
| 6M | +9.2% | +3.9% | +5.3% | +6.3% |
| YTD | -35.0% | -37.5% | +2.5% | -27.9% |
| 1Y | -42.5% | -46.4% | +3.9% | -33.9% |
| 3Y | -21.5% | +135.9% | -157.4% | -45.9% |
| 5Y | -25.8% | -19.8% | -5.9% | -34.7% |
| All | -25.8% | -22.6% | -3.2% | -34.7% |
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