+26.4%
SOFI vs BUD
+27.7%
-1.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -1.7% |
| 7D | -4.9% | +1.0% | -5.9% | -5.2% |
| 30D | +8.4% | +6.7% | +1.8% | +5.6% |
| 3M | -16.3% | +5.7% | -22.0% | -18.3% |
| 6M | +0.7% | +5.8% | -5.1% | -2.4% |
| YTD | -41.1% | +34.4% | -75.5% | -49.0% |
| 1Y | -45.7% | +33.3% | -79.0% | -52.9% |
| 3Y | +119.0% | +48.8% | +70.2% | +75.6% |
| 5Y | -32.2% | +52.5% | -84.8% | -48.4% |
| All | +26.4% | +27.7% | -1.3% | -12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling