-40.8%
SOFI vs AU
+42.5%
-83.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.0% | -4.3% | +1.0% |
| 7D | +1.4% | +0.8% | +0.6% | +1.0% |
| 30D | +9.2% | -7.0% | +16.1% | +11.6% |
| 3M | -7.1% | +8.5% | -15.6% | -9.7% |
| 6M | +7.3% | -1.3% | +8.6% | +6.6% |
| YTD | -33.6% | +6.8% | -40.4% | -40.8% |
| 1Y | -40.8% | +44.6% | -85.4% | -60.0% |
| All | -40.8% | +42.5% | -83.3% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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