+93.4%
SOFI vs BEN
+51.0%
+42.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.7% | +0.5% |
| 7D | -7.0% | +0.3% | -7.4% | -7.4% |
| 30D | -4.3% | +0.9% | -5.2% | -5.0% |
| 3M | +8.4% | +9.2% | -0.7% | +0.7% |
| 6M | -5.9% | +36.8% | -42.7% | -28.8% |
| YTD | -34.3% | +44.4% | -78.7% | -53.1% |
| 1Y | -32.6% | +45.8% | -78.4% | -52.5% |
| All | +93.4% | +51.0% | +42.4% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling