+42.0%
SOFI vs BLDR
+48.8%
-6.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.9% | -2.8% |
| 7D | -2.9% | -2.7% | -0.2% | -1.6% |
| 30D | -4.4% | -14.7% | +10.4% | +3.4% |
| 3M | +5.2% | -20.8% | +26.0% | +16.7% |
| 6M | -7.8% | -35.3% | +27.6% | +12.7% |
| YTD | -33.8% | -40.3% | +6.5% | -17.2% |
| 1Y | -33.3% | -56.3% | +23.0% | -2.1% |
| 3Y | +102.7% | -56.1% | +158.8% | +176.9% |
| 5Y | +10.5% | +12.9% | -2.5% | -18.6% |
| All | +42.0% | +48.8% | -6.8% | -18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling