+25.6%
QQQ vs SOFI
-25.1%
+50.7%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.7% | +0.5% |
| 7D | +0.4% | +0.9% | -0.5% | +0.1% |
| 30D | +0.2% | -0.2% | +0.4% | +0.1% |
| 3M | -2.8% | +6.2% | -9.1% | -4.5% |
| 6M | +18.0% | -2.6% | +20.6% | +16.7% |
| YTD | +17.3% | -30.4% | +47.7% | +22.3% |
| 1Y | +25.6% | -28.2% | +53.8% | +30.5% |
| All | +25.6% | -25.1% | +50.7% | +30.5% |
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