-33.3%
SOFI vs BA
-10.6%
-22.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.7% | -2.4% |
| 7D | -2.9% | -1.2% | -1.7% | -2.1% |
| 30D | -4.4% | -11.3% | +7.0% | +3.4% |
| 3M | +5.2% | -3.8% | +9.0% | +7.9% |
| 6M | -7.8% | -8.3% | +0.5% | -3.5% |
| YTD | -33.8% | -4.9% | -28.9% | -32.9% |
| 1Y | -33.3% | -10.1% | -23.2% | -30.4% |
| All | -33.3% | -10.6% | -22.6% | -30.4% |
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