+93.4%
SOFI vs AVTR
-26.6%
+120.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -7.0% | -2.0% | -5.0% | -6.4% |
| 30D | -4.3% | +8.1% | -12.3% | -6.5% |
| 3M | +8.4% | +54.2% | -45.8% | -8.0% |
| 6M | -5.9% | +82.6% | -88.5% | -24.9% |
| YTD | -34.3% | +29.8% | -64.1% | -41.4% |
| 1Y | -32.6% | +18.0% | -50.6% | -39.8% |
| All | +93.4% | -26.6% | +120.0% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 3y: compounded portfolio wealth divided by compounded AVTR 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…
3y analysis · Full analysis span regression · 6 months rolling