+110.6%
SOFI vs ACWI
+77.6%
+33.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | 0.0% |
| 7D | +5.6% | +1.1% | +4.6% | +3.0% |
| 30D | -2.0% | -0.2% | -1.8% | -1.1% |
| 3M | +9.2% | +4.7% | +4.5% | -1.4% |
| 6M | -4.7% | +14.5% | -19.2% | -30.9% |
| YTD | -31.2% | +14.6% | -45.8% | -50.4% |
| 1Y | -30.6% | +21.4% | -52.1% | -55.9% |
| 3Y | +110.6% | +77.6% | +33.0% | -48.3% |
| All | +110.6% | +77.6% | +33.0% | -48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling