+135.9%
SOFI vs BABA
+32.5%
+103.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.3% | -1.7% |
| 7D | -2.4% | +2.4% | -4.7% | -3.0% |
| 30D | +3.6% | -7.8% | +11.4% | +5.3% |
| 3M | -9.7% | -22.4% | +12.7% | -5.1% |
| 6M | +3.9% | -26.0% | +29.9% | +9.9% |
| YTD | -37.5% | -29.3% | -8.2% | -33.2% |
| 1Y | -46.4% | -37.5% | -8.9% | -41.3% |
| 3Y | +135.9% | +31.9% | +104.0% | +124.6% |
| All | +135.9% | +32.5% | +103.4% | +124.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling