+94.6%
SOFI vs BMY
+20.6%
+74.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -4.9% | -4.8% | -0.2% | -4.2% |
| 30D | -3.5% | -0.1% | -3.4% | -3.3% |
| 3M | +3.9% | +13.1% | -9.2% | +2.1% |
| 6M | -6.5% | +8.4% | -14.9% | -7.6% |
| YTD | -33.8% | +22.0% | -55.8% | -36.2% |
| 1Y | -33.3% | +40.3% | -73.6% | -37.5% |
| 3Y | +94.6% | +20.5% | +74.1% | +102.3% |
| All | +94.6% | +20.6% | +74.0% | +102.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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