-28.2%
SOFI vs ALAB
+73.5%
-101.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +9.8% | -11.3% | -3.3% |
| 7D | +0.9% | +7.2% | -6.3% | -0.4% |
| 30D | -0.2% | -2.5% | +2.4% | +0.1% |
| 3M | +6.2% | -13.3% | +19.5% | +6.3% |
| 6M | -2.6% | +172.8% | -175.4% | -23.0% |
| YTD | -30.4% | +86.6% | -117.0% | -41.6% |
| 1Y | -28.2% | +65.2% | -93.4% | -39.4% |
| All | -28.2% | +73.5% | -101.7% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 ALAB 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