+93.4%
SOFI vs BB
+62.2%
+31.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | +0.3% |
| 7D | -7.0% | -2.1% | -4.9% | -6.4% |
| 30D | -4.3% | -16.0% | +11.8% | +1.5% |
| 3M | +8.4% | -14.5% | +23.0% | +12.2% |
| 6M | -5.9% | +118.6% | -124.5% | -34.4% |
| YTD | -34.3% | +98.9% | -133.2% | -52.3% |
| 1Y | -32.6% | +99.5% | -132.0% | -51.6% |
| All | +93.4% | +62.2% | +31.2% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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