-28.2%
SOFI vs ATI
+176.2%
-204.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.0% | -4.6% | -2.9% |
| 7D | +0.9% | -0.1% | +0.9% | +0.9% |
| 30D | -0.2% | +2.7% | -2.9% | -2.0% |
| 3M | +6.2% | +16.3% | -10.1% | -2.1% |
| 6M | -2.6% | +30.2% | -32.7% | -15.3% |
| YTD | -30.4% | +83.6% | -114.0% | -51.0% |
| 1Y | -28.2% | +173.0% | -201.2% | -57.9% |
| All | -28.2% | +176.2% | -204.4% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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