+34.4%
NVDA vs SOFI
-25.1%
+59.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.3% |
| 7D | +5.9% | +0.9% | +5.0% | +5.6% |
| 30D | +5.1% | -0.2% | +5.2% | +5.1% |
| 3M | +5.4% | +6.2% | -0.9% | +2.9% |
| 6M | +26.0% | -2.6% | +28.6% | +24.9% |
| YTD | +23.7% | -30.4% | +54.1% | +32.1% |
| 1Y | +34.4% | -28.2% | +62.6% | +46.6% |
| All | +34.4% | -25.1% | +59.5% | +46.6% |
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