+47.6%
SOFI vs BB
+17.5%
+30.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.9% |
| 7D | +5.6% | +0.5% | +5.1% | +5.4% |
| 30D | -2.0% | -12.4% | +10.3% | +2.0% |
| 3M | +9.2% | -15.3% | +24.4% | +13.1% |
| 6M | -4.7% | +128.8% | -133.5% | -31.0% |
| YTD | -31.2% | +107.7% | -138.9% | -48.5% |
| 1Y | -30.6% | +103.9% | -134.5% | -48.1% |
| 3Y | +110.6% | +72.6% | +38.1% | +56.3% |
| 5Y | +16.4% | -24.3% | +40.7% | -0.7% |
| All | +47.6% | +17.5% | +30.2% | +39.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling