+41.1%
SOFI vs ALLY
+38.8%
+2.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.3% |
| 7D | -7.0% | -3.3% | -3.8% | -4.6% |
| 30D | -4.3% | -4.1% | -0.2% | -1.0% |
| 3M | +8.4% | +1.4% | +7.1% | +7.5% |
| 6M | -5.9% | +14.4% | -20.3% | -15.7% |
| YTD | -34.3% | -4.9% | -29.3% | -31.9% |
| 1Y | -32.6% | +5.5% | -38.1% | -35.4% |
| 3Y | +101.3% | +66.0% | +35.2% | +37.6% |
| 5Y | +12.6% | -2.4% | +14.9% | +11.9% |
| All | +41.1% | +38.8% | +2.3% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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