+110.6%
SOFI vs C
+269.1%
-158.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.4% | -0.4% |
| 7D | +5.6% | +3.2% | +2.5% | +2.4% |
| 30D | -2.0% | +1.3% | -3.3% | -3.5% |
| 3M | +9.2% | +3.1% | +6.0% | +5.2% |
| 6M | -4.7% | +29.6% | -34.3% | -27.7% |
| YTD | -31.2% | +19.0% | -50.2% | -43.2% |
| 1Y | -30.6% | +45.6% | -76.3% | -53.7% |
| 3Y | +110.6% | +269.3% | -158.6% | -49.8% |
| All | +110.6% | +269.1% | -158.4% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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