+1,612.5%
NVDA vs SOFI
+37.6%
+1,574.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | +0.1% |
| 7D | -0.3% | -2.9% | +2.5% | +0.4% |
| 30D | +2.8% | -4.4% | +7.2% | +3.9% |
| 3M | +7.4% | +5.2% | +2.2% | +5.3% |
| 6M | +22.6% | -7.8% | +30.4% | +23.6% |
| YTD | +20.1% | -33.8% | +53.9% | +31.6% |
| 1Y | +31.2% | -33.3% | +64.4% | +41.7% |
| 3Y | +391.7% | +102.7% | +289.0% | +277.4% |
| 5Y | +911.9% | +10.5% | +901.4% | +688.0% |
| All | +1,612.5% | +37.6% | +1,574.9% | +1,168.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling