+432.9%
SNXX vs SOFI
-29.7%
+462.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.6% | +24.9% | +24.7% |
| 7D | +34.9% | +0.9% | +34.0% | +33.2% |
| 30D | +52.5% | -0.2% | +52.7% | +51.8% |
| 3M | -41.3% | +6.2% | -47.6% | -43.2% |
| 6M | +293.8% | -2.6% | +296.3% | +245.9% |
| All | +432.9% | -29.7% | +462.6% | +296.7% |
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