+26.4%
SOFI vs BIL
+20.2%
+6.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.2% |
| 7D | -4.9% | +0.1% | -5.0% | -4.5% |
| 30D | +8.4% | +0.3% | +8.1% | +10.2% |
| 3M | -16.3% | +1.0% | -17.3% | -12.3% |
| 6M | +0.7% | +1.9% | -1.2% | +10.9% |
| YTD | -41.1% | +3.2% | -44.3% | -30.1% |
| 1Y | -45.7% | +3.7% | -49.4% | -33.4% |
| 3Y | +119.0% | +13.8% | +105.2% | +319.8% |
| 5Y | -32.2% | +20.3% | -52.5% | -5.2% |
| All | +26.4% | +20.2% | +6.2% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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