+136.7%
QQQ vs SOFI
+36.7%
+100.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -1.3% | -7.0% | +5.8% | -0.1% |
| 30D | -1.4% | -4.3% | +2.9% | -0.8% |
| 3M | +2.3% | +8.4% | -6.2% | +0.6% |
| 6M | +16.9% | -5.9% | +22.8% | +16.9% |
| YTD | +15.6% | -34.3% | +49.9% | +21.9% |
| 1Y | +22.6% | -32.6% | +55.2% | +27.8% |
| 3Y | +93.5% | +101.3% | -7.8% | +65.0% |
| 5Y | +93.9% | +12.6% | +81.4% | +62.6% |
| All | +136.7% | +36.7% | +100.0% | +96.2% |
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