+42.0%
SOFI vs ADI
+180.9%
-139.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.9% | -4.2% | -3.3% |
| 7D | -4.9% | +4.6% | -9.5% | -8.5% |
| 30D | -3.5% | -1.2% | -2.3% | -2.6% |
| 3M | +3.9% | -7.8% | +11.7% | +9.1% |
| 6M | -6.5% | +19.3% | -25.9% | -24.5% |
| YTD | -33.8% | +40.9% | -74.8% | -55.2% |
| 1Y | -33.3% | +54.5% | -87.8% | -58.7% |
| 3Y | +94.6% | +123.4% | -28.8% | -22.4% |
| 5Y | +13.3% | +142.3% | -129.0% | -58.3% |
| All | +42.0% | +180.9% | -139.0% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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