+12.6%
SOFI vs ACN
-43.7%
+56.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.4% |
| 7D | -7.0% | -7.9% | +0.9% | -2.7% |
| 30D | -4.3% | -1.1% | -3.2% | -3.9% |
| 3M | +8.4% | +5.6% | +2.8% | +1.5% |
| 6M | -5.9% | -9.9% | +4.0% | -2.5% |
| YTD | -34.3% | -32.3% | -1.9% | -17.2% |
| 1Y | -32.6% | -25.3% | -7.3% | -22.3% |
| 3Y | +101.3% | -42.3% | +143.6% | +173.7% |
| 5Y | +12.6% | -43.5% | +56.0% | +49.5% |
| All | +12.6% | -43.7% | +56.3% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 5y: compounded portfolio wealth divided by compounded ACN 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…
5y analysis · Full analysis span regression · 6 months rolling