+2,684.0%
SNDK vs SOFI
-25.1%
+2,709.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.6% | +13.5% | +12.7% |
| 7D | +17.2% | +0.9% | +16.3% | +16.4% |
| 30D | +28.8% | -0.2% | +29.0% | +28.3% |
| 3M | -1.1% | +6.2% | -7.4% | -3.9% |
| 6M | +190.5% | -2.6% | +193.0% | +187.3% |
| YTD | +633.0% | -30.4% | +663.4% | +718.0% |
| 1Y | +2,684.0% | -28.2% | +2,712.2% | +3,252.6% |
| All | +2,684.0% | -25.1% | +2,709.1% | +3,252.6% |
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