+94.6%
SOFI vs A
+31.5%
+63.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.0% | -1.1% |
| 7D | -4.9% | -2.6% | -2.3% | -3.3% |
| 30D | -3.5% | -0.9% | -2.6% | -2.7% |
| 3M | +3.9% | +13.6% | -9.7% | -4.7% |
| 6M | -6.5% | +27.8% | -34.4% | -21.6% |
| YTD | -33.8% | +8.6% | -42.5% | -38.1% |
| 1Y | -33.3% | +16.9% | -50.2% | -41.4% |
| 3Y | +94.6% | +32.9% | +61.7% | +49.2% |
| All | +94.6% | +31.5% | +63.1% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling