+42.0%
SOFI vs ANET
+998.3%
-956.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.6% | -5.0% | -2.2% |
| 7D | -4.9% | +3.0% | -7.9% | -6.4% |
| 30D | -3.5% | -5.2% | +1.7% | -1.2% |
| 3M | +3.9% | +27.6% | -23.7% | -9.6% |
| 6M | -6.5% | +44.4% | -50.9% | -25.8% |
| YTD | -33.8% | +52.3% | -86.2% | -49.5% |
| 1Y | -33.3% | +30.4% | -63.7% | -45.5% |
| 3Y | +94.6% | +313.3% | -218.6% | -24.1% |
| 5Y | +13.3% | +810.0% | -796.7% | -76.3% |
| All | +42.0% | +998.3% | -956.3% | -80.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling