+42.0%
SOFI vs BABA
-48.7%
+90.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -0.9% | -2.8% |
| 7D | -2.9% | -2.2% | -0.7% | -2.1% |
| 30D | -4.4% | -17.3% | +13.0% | +1.5% |
| 3M | +5.2% | -7.8% | +13.0% | +7.0% |
| 6M | -7.8% | -16.8% | +9.0% | -3.5% |
| YTD | -33.8% | -24.7% | -9.1% | -28.4% |
| 1Y | -33.3% | -24.9% | -8.3% | -28.4% |
| 3Y | +102.7% | +29.1% | +73.6% | +67.1% |
| 5Y | +10.5% | -30.5% | +41.0% | +15.7% |
| All | +42.0% | -48.7% | +90.7% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 10y: compounded portfolio wealth divided by compounded BABA 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…
10y analysis · Full analysis span regression · 6 months rolling