+116.4%
SOFI vs BA
-11.5%
+127.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +0.8% |
| 7D | -3.3% | +1.1% | -4.4% | -3.8% |
| 30D | +3.5% | -7.9% | +11.4% | +7.2% |
| 3M | -10.4% | -25.3% | +14.9% | +5.2% |
| 6M | -0.6% | -24.6% | +24.0% | +15.6% |
| YTD | -38.1% | -20.1% | -17.9% | -30.8% |
| 1Y | -40.3% | -11.8% | -28.6% | -37.3% |
| 3Y | +116.4% | -10.1% | +126.6% | +115.3% |
| All | +116.4% | -11.5% | +127.9% | +115.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling