+42.0%
SOFI vs BEN
+75.6%
-33.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | -4.9% | -3.1% | -1.8% | -2.4% |
| 30D | -3.5% | +0.2% | -3.6% | -3.6% |
| 3M | +3.9% | +6.8% | -2.9% | -1.4% |
| 6M | -6.5% | +38.1% | -44.6% | -28.7% |
| YTD | -33.8% | +44.3% | -78.2% | -51.7% |
| 1Y | -33.3% | +42.6% | -75.9% | -50.9% |
| 3Y | +94.6% | +52.3% | +42.3% | +35.3% |
| 5Y | +13.3% | +37.6% | -24.4% | -14.8% |
| All | +42.0% | +75.6% | -33.6% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling