-40.8%
SOFI vs ADBE
-25.8%
-15.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.7% | +3.5% |
| 7D | +1.4% | -0.5% | +1.9% | +1.4% |
| 30D | +9.2% | +4.1% | +5.1% | +8.3% |
| 3M | -7.1% | -3.5% | -3.6% | -6.8% |
| 6M | +7.3% | -2.2% | +9.4% | +7.3% |
| YTD | -33.6% | -29.0% | -4.6% | -35.2% |
| 1Y | -40.8% | -25.9% | -14.9% | -41.6% |
| All | -40.8% | -25.8% | -15.0% | -41.6% |
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