+41.1%
SOFI vs BUD
+16.9%
+24.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -7.0% | -3.2% | -3.8% | -5.9% |
| 30D | -4.3% | -3.7% | -0.6% | -3.0% |
| 3M | +8.4% | -4.4% | +12.9% | +9.7% |
| 6M | -5.9% | +7.7% | -13.6% | -9.6% |
| YTD | -34.3% | +23.1% | -57.3% | -40.9% |
| 1Y | -32.6% | +33.6% | -66.2% | -41.8% |
| 3Y | +101.3% | +44.7% | +56.6% | +62.2% |
| 5Y | +12.6% | +44.9% | -32.4% | -11.2% |
| All | +41.1% | +16.9% | +24.2% | +0.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling