+135.3%
SOFI vs ALAB
+454.1%
-318.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.7% | +0.1% |
| 7D | -4.9% | -6.2% | +1.2% | -3.7% |
| 30D | -3.5% | -8.7% | +5.2% | -1.9% |
| 3M | +3.9% | -20.7% | +24.6% | +6.5% |
| 6M | -6.5% | +133.5% | -140.0% | -28.0% |
| YTD | -33.8% | +75.1% | -108.9% | -46.3% |
| 1Y | -33.3% | +25.0% | -58.3% | -42.6% |
| All | +135.3% | +454.1% | -318.7% | +29.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling