-31.3%
SOFI vs ALHC
-65.9%
+34.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.5% | -3.3% |
| 7D | -2.6% | -0.8% | -1.8% | -2.4% |
| 30D | +2.6% | -9.6% | +12.2% | +5.0% |
| 3M | -12.9% | -44.5% | +31.7% | -1.1% |
| 6M | -1.7% | -59.2% | +57.5% | +16.6% |
| YTD | -40.3% | -62.0% | +21.7% | -28.9% |
| 1Y | -51.5% | -54.8% | +3.3% | -45.3% |
| 3Y | +125.2% | +25.0% | +100.2% | +53.4% |
| 5Y | -31.3% | -65.3% | +34.0% | -24.0% |
| All | -31.3% | -65.9% | +34.6% | -24.0% |
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