-40.8%
SOFI vs BUD
+38.4%
-79.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.1% | +0.5% | +4.0% |
| 7D | +1.4% | +3.3% | -1.9% | +1.8% |
| 30D | +9.2% | +11.8% | -2.7% | +10.3% |
| 3M | -7.1% | -1.1% | -6.0% | -7.6% |
| 6M | +7.3% | +14.9% | -7.6% | +7.2% |
| YTD | -33.6% | +32.6% | -66.2% | -34.0% |
| 1Y | -40.8% | +37.2% | -78.0% | -42.1% |
| All | -40.8% | +38.4% | -79.2% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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