+47.6%
SOFI vs AG
+48.9%
-1.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -0.9% |
| 7D | +5.6% | +4.5% | +1.1% | +4.4% |
| 30D | -2.0% | +12.9% | -14.9% | -5.2% |
| 3M | +9.2% | +20.9% | -11.8% | +3.2% |
| 6M | -4.7% | -19.5% | +14.8% | -1.0% |
| YTD | -31.2% | +24.8% | -56.0% | -38.1% |
| 1Y | -30.6% | +120.2% | -150.9% | -47.7% |
| 3Y | +110.6% | +279.0% | -168.4% | +24.2% |
| 5Y | +16.4% | +67.9% | -51.5% | -16.3% |
| All | +47.6% | +48.9% | -1.3% | +7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling