+33.7%
SOFI vs BIYA
-99.8%
+133.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.7% |
| 7D | -7.0% | -1.3% | -5.7% | -7.0% |
| 30D | -4.3% | -15.9% | +11.6% | -4.6% |
| 3M | +8.4% | -81.2% | +89.7% | +6.9% |
| 6M | -5.9% | -88.2% | +82.3% | -5.5% |
| YTD | -34.3% | -94.1% | +59.9% | -34.0% |
| 1Y | -32.6% | -98.7% | +66.1% | -30.4% |
| All | +33.7% | -99.8% | +133.5% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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