-51.5%
SOFI vs BA
-12.4%
-39.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.2% | -3.2% |
| 7D | -2.6% | -0.6% | -2.0% | -2.3% |
| 30D | +2.6% | -8.0% | +10.6% | +5.3% |
| 3M | -12.9% | -25.8% | +12.9% | +1.8% |
| 6M | -1.7% | -27.6% | +25.9% | +15.0% |
| YTD | -40.3% | -21.0% | -19.3% | -34.6% |
| 1Y | -51.5% | -12.3% | -39.2% | -49.7% |
| All | -51.5% | -12.4% | -39.1% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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