+94.6%
SOFI vs ABBV
+91.6%
+3.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.6% |
| 7D | -4.9% | +0.3% | -5.2% | -4.9% |
| 30D | -3.5% | +3.4% | -6.8% | -3.4% |
| 3M | +3.9% | +15.2% | -11.3% | +3.5% |
| 6M | -6.5% | +14.7% | -21.2% | -6.5% |
| YTD | -33.8% | +15.2% | -49.0% | -33.9% |
| 1Y | -33.3% | +20.4% | -53.7% | -34.1% |
| 3Y | +94.6% | +91.3% | +3.3% | +68.9% |
| All | +94.6% | +91.6% | +3.0% | +68.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling