-28.2%
SOFI vs ABBV
+24.6%
-52.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.1% | -2.1% |
| 7D | +0.9% | +0.4% | +0.5% | +1.0% |
| 30D | -0.2% | +4.2% | -4.3% | +1.6% |
| 3M | +6.2% | +14.8% | -8.6% | +12.4% |
| 6M | -2.6% | +10.3% | -12.8% | +2.5% |
| YTD | -30.4% | +14.9% | -45.3% | -25.4% |
| 1Y | -28.2% | +24.1% | -52.4% | -19.6% |
| All | -28.2% | +24.6% | -52.8% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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