+42.0%
SOFI vs BLDR
+46.4%
-4.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.7% | -0.6% |
| 7D | -4.9% | -8.2% | +3.3% | -0.8% |
| 30D | -3.5% | -16.6% | +13.2% | +5.7% |
| 3M | +3.9% | -23.2% | +27.1% | +16.9% |
| 6M | -6.5% | -33.7% | +27.2% | +12.7% |
| YTD | -33.8% | -41.3% | +7.5% | -16.6% |
| 1Y | -33.3% | -58.8% | +25.5% | +1.1% |
| 3Y | +94.6% | -57.5% | +152.1% | +170.1% |
| 5Y | +13.3% | +12.9% | +0.4% | -16.5% |
| All | +42.0% | +46.4% | -4.4% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling