+15.4%
SOFI vs BIIB
-28.1%
+43.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | -4.9% | -1.7% | -3.3% | -4.5% |
| 30D | -3.5% | +4.0% | -7.4% | -4.4% |
| 3M | +3.9% | +8.6% | -4.7% | +1.0% |
| 6M | -6.5% | +14.0% | -20.5% | -11.2% |
| YTD | -33.8% | +23.4% | -57.2% | -39.4% |
| 1Y | -33.3% | +45.9% | -79.2% | -42.9% |
| 3Y | +94.6% | -16.1% | +110.7% | +102.8% |
| All | +15.4% | -28.1% | +43.5% | +20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling