+49.3%
SOFI vs BIL
+19.3%
+30.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.4% |
| 7D | +0.9% | +0.1% | +0.8% | +1.3% |
| 30D | -0.2% | +0.3% | -0.5% | +1.6% |
| 3M | +6.2% | +0.9% | +5.3% | +11.7% |
| 6M | -2.6% | +1.8% | -4.4% | +7.8% |
| YTD | -30.4% | +2.4% | -32.9% | -20.3% |
| 1Y | -28.2% | +3.7% | -31.9% | -10.9% |
| 3Y | +107.3% | +14.2% | +93.1% | +292.8% |
| 5Y | +20.2% | +19.4% | +0.8% | +63.1% |
| All | +49.3% | +19.3% | +30.0% | +121.1% |
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