-40.8%
SOFI vs BBY
+33.0%
-73.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.0% | -4.3% | +0.8% |
| 7D | +1.4% | +4.5% | -3.1% | -0.2% |
| 30D | +9.2% | +16.0% | -6.8% | +3.6% |
| 3M | -7.1% | +18.6% | -25.7% | -12.6% |
| 6M | +7.3% | +80.1% | -72.8% | -14.9% |
| YTD | -33.6% | +57.4% | -91.0% | -45.6% |
| 1Y | -40.8% | +34.5% | -75.3% | -45.6% |
| All | -40.8% | +33.0% | -73.8% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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