+94.6%
SOFI vs BIIB
-16.5%
+111.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.5% |
| 7D | -4.9% | -1.7% | -3.3% | -4.7% |
| 30D | -3.5% | +4.0% | -7.4% | -3.9% |
| 3M | +3.9% | +8.6% | -4.7% | +2.3% |
| 6M | -6.5% | +14.0% | -20.5% | -9.3% |
| YTD | -33.8% | +23.4% | -57.2% | -37.8% |
| 1Y | -33.3% | +45.9% | -79.2% | -41.3% |
| 3Y | +94.6% | -16.1% | +110.7% | +141.5% |
| All | +94.6% | -16.5% | +111.1% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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