+135.5%
SOFI vs ALAB
+471.8%
-336.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.0% | -7.8% | -4.7% |
| 7D | -2.9% | +9.6% | -12.5% | -5.1% |
| 30D | -4.4% | -5.3% | +0.9% | -3.5% |
| 3M | +5.2% | -12.0% | +17.3% | +5.4% |
| 6M | -7.8% | +145.7% | -153.5% | -29.8% |
| YTD | -33.8% | +80.7% | -114.5% | -46.6% |
| 1Y | -33.3% | +40.1% | -73.4% | -44.2% |
| All | +135.5% | +471.8% | -336.3% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling