+33.4%
SOFI vs ACWI
+88.8%
-55.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -3.2% |
| 7D | -6.4% | -0.7% | -5.7% | -4.9% |
| 30D | +6.8% | -2.0% | +8.8% | +12.4% |
| 3M | -9.5% | -2.2% | -7.4% | -4.2% |
| 6M | +0.1% | +1.9% | -1.8% | -2.4% |
| YTD | -37.9% | +12.0% | -49.8% | -51.1% |
| 1Y | -47.4% | +12.5% | -60.0% | -58.7% |
| 3Y | +134.4% | +75.4% | +59.0% | -24.0% |
| 5Y | -29.2% | +61.5% | -90.7% | -69.5% |
| All | +33.4% | +88.8% | -55.5% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling