-40.8%
SOFI vs BN
-3.9%
-36.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.1% | -2.4% | -1.8% |
| 7D | +1.4% | +12.0% | -10.6% | -9.1% |
| 30D | +9.2% | +17.0% | -7.9% | -6.1% |
| 3M | -7.1% | -3.2% | -3.8% | -4.5% |
| 6M | +7.3% | -3.9% | +11.1% | +10.4% |
| YTD | -33.6% | -5.6% | -28.0% | -32.3% |
| 1Y | -40.8% | -4.7% | -36.1% | -40.8% |
| All | -40.8% | -3.9% | -36.9% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling