-19.8%
SOFI vs ALLY
-9.3%
-10.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | 0.0% | -0.4% |
| 7D | -2.4% | -0.7% | -1.7% | -1.8% |
| 30D | +3.6% | +1.1% | +2.5% | +2.8% |
| 3M | -9.7% | -13.2% | +3.5% | +1.5% |
| 6M | +3.9% | -13.5% | +17.4% | +17.0% |
| YTD | -37.5% | -14.3% | -23.2% | -29.5% |
| 1Y | -46.4% | -1.1% | -45.2% | -46.1% |
| 3Y | +135.9% | +62.0% | +73.9% | +62.8% |
| 5Y | -19.8% | -9.6% | -10.2% | -11.3% |
| All | -19.8% | -9.3% | -10.5% | -11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling