+272.5%
SNDK vs SOFI
-45.7%
+318.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -7.7% | -14.6% | -18.1% |
| 7D | -39.4% | -8.9% | -30.5% | -35.6% |
| 30D | -51.4% | +1.8% | -53.2% | -51.2% |
| 3M | -40.3% | -12.1% | -28.2% | -36.0% |
| 6M | -42.7% | +0.1% | -42.8% | -41.6% |
| YTD | +239.7% | -38.7% | +278.5% | +299.9% |
| 1Y | +272.5% | -46.7% | +319.1% | +413.1% |
| All | +272.5% | -45.7% | +318.1% | +413.1% |
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