-40.8%
SOFI vs ADSK
-10.6%
-30.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +7.0% | -3.4% | +2.1% |
| 7D | +1.4% | +11.4% | -10.0% | -1.0% |
| 30D | +9.2% | +21.9% | -12.7% | +4.2% |
| 3M | -7.1% | +13.9% | -20.9% | -9.9% |
| 6M | +7.3% | +9.1% | -1.8% | +5.3% |
| YTD | -33.6% | -8.8% | -24.9% | -29.8% |
| 1Y | -40.8% | -10.2% | -30.6% | -35.6% |
| All | -40.8% | -10.6% | -30.2% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 ADSK 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