+10.5%
SOFI vs ALHC
-27.5%
+37.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.2% | -0.6% | -3.0% |
| 7D | -2.9% | -4.1% | +1.3% | -1.9% |
| 30D | -4.4% | -5.4% | +1.1% | -3.2% |
| 3M | +5.2% | -32.1% | +37.4% | +13.6% |
| 6M | -7.8% | -28.5% | +20.7% | -4.4% |
| YTD | -33.8% | -34.0% | +0.2% | -30.2% |
| 1Y | -33.3% | -20.9% | -12.3% | -33.3% |
| 3Y | +102.7% | +151.5% | -48.9% | +16.8% |
| 5Y | +10.5% | -28.8% | +39.3% | -12.2% |
| All | +10.5% | -27.5% | +37.9% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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