+41.1%
SOFI vs BBY
+12.6%
+28.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -7.0% | +0.7% | -7.7% | -7.4% |
| 30D | -4.3% | +5.8% | -10.1% | -7.8% |
| 3M | +8.4% | +18.0% | -9.6% | -3.0% |
| 6M | -5.9% | +39.8% | -45.8% | -25.0% |
| YTD | -34.3% | +35.4% | -69.7% | -47.0% |
| 1Y | -32.6% | +21.4% | -54.0% | -42.1% |
| 3Y | +101.3% | +39.5% | +61.8% | +50.7% |
| 5Y | +12.6% | -0.5% | +13.0% | -2.2% |
| All | +41.1% | +12.6% | +28.5% | +39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling