+119.0%
SOFI vs AG
+195.3%
-76.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -0.7% |
| 7D | -4.9% | -10.0% | +5.1% | -2.2% |
| 30D | +8.4% | -10.5% | +18.9% | +11.7% |
| 3M | -16.3% | -27.3% | +10.9% | -9.4% |
| 6M | +0.7% | -43.0% | +43.7% | +14.1% |
| YTD | -41.1% | -17.9% | -23.2% | -40.6% |
| 1Y | -45.7% | +11.9% | -57.6% | -49.6% |
| 3Y | +119.0% | +201.8% | -82.8% | +43.3% |
| All | +119.0% | +195.3% | -76.3% | +43.3% |
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