-28.2%
SOFI vs ANET
+39.5%
-67.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -2.0% |
| 7D | +0.9% | -0.8% | +1.7% | +1.2% |
| 30D | -0.2% | -1.8% | +1.6% | +0.1% |
| 3M | +6.2% | +16.7% | -10.5% | +0.3% |
| 6M | -2.6% | +43.7% | -46.3% | -16.3% |
| YTD | -30.4% | +47.9% | -78.3% | -40.7% |
| 1Y | -28.2% | +37.3% | -65.5% | -38.5% |
| All | -28.2% | +39.5% | -67.7% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ANET.
Daily Out/Under-Performance
Portfolio return minus ANET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ANET 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 1y: compounded portfolio wealth divided by compounded ANET 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…
1y analysis · Full analysis span regression · 6 months rolling