-28.2%
SOFI vs ADBE
-22.1%
-6.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.7% | +5.2% | -0.3% |
| 7D | +0.9% | -8.6% | +9.5% | +2.5% |
| 30D | -0.2% | +2.8% | -2.9% | -0.7% |
| 3M | +6.2% | +3.1% | +3.1% | +5.9% |
| 6M | -2.6% | -2.4% | -0.1% | -2.2% |
| YTD | -30.4% | -23.9% | -6.6% | -24.9% |
| 1Y | -28.2% | -22.6% | -5.6% | -22.4% |
| All | -28.2% | -22.1% | -6.1% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 ADBE 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