+49.3%
SOFI vs ALLY
+43.9%
+5.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.8% |
| 7D | +0.9% | +3.7% | -2.8% | -1.9% |
| 30D | -0.2% | -2.3% | +2.1% | +1.8% |
| 3M | +6.2% | +3.8% | +2.4% | +3.3% |
| 6M | -2.6% | +9.7% | -12.3% | -9.8% |
| YTD | -30.4% | -1.4% | -29.0% | -29.9% |
| 1Y | -28.2% | +8.2% | -36.4% | -32.6% |
| 3Y | +107.3% | +66.5% | +40.8% | +41.0% |
| 5Y | +20.2% | +1.2% | +19.0% | +16.1% |
| All | +49.3% | +43.9% | +5.5% | +10.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling