+47.6%
SOFI vs BEN
+80.8%
-33.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.0% |
| 7D | +5.6% | +4.7% | +0.9% | +1.6% |
| 30D | -2.0% | +2.6% | -4.6% | -4.1% |
| 3M | +9.2% | +11.5% | -2.3% | 0.0% |
| 6M | -4.7% | +35.3% | -40.0% | -26.1% |
| YTD | -31.2% | +48.6% | -79.8% | -51.0% |
| 1Y | -30.6% | +46.7% | -77.3% | -50.2% |
| 3Y | +110.6% | +57.0% | +53.6% | +42.8% |
| 5Y | +16.4% | +41.8% | -25.4% | -14.6% |
| All | +47.6% | +80.8% | -33.2% | +13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling