+94.7%
SOFI vs AG
+278.6%
-183.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.1% | -5.8% | -4.2% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | -4.4% | +12.5% | -16.8% | -6.9% |
| 3M | +5.2% | +28.2% | -22.9% | -0.9% |
| 6M | -7.8% | -18.8% | +11.1% | -5.5% |
| YTD | -33.8% | +27.4% | -61.2% | -39.5% |
| 1Y | -33.3% | +132.2% | -165.5% | -47.4% |
| All | +94.7% | +278.6% | -183.9% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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