-33.3%
SOFI vs BABA
-24.1%
-9.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -0.9% | -3.2% |
| 7D | -2.9% | -2.2% | -0.7% | -2.4% |
| 30D | -4.4% | -17.3% | +13.0% | -0.6% |
| 3M | +5.2% | -7.8% | +13.0% | +6.4% |
| 6M | -7.8% | -16.8% | +9.0% | -4.9% |
| YTD | -33.8% | -24.7% | -9.1% | -28.9% |
| 1Y | -33.3% | -24.9% | -8.3% | -23.4% |
| All | -33.3% | -24.1% | -9.2% | -23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling