-46.7%
SOFI vs COIN
-56.7%
+10.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -9.7% | +2.0% | -3.1% |
| 7D | -8.9% | -14.8% | +5.9% | -2.0% |
| 30D | +1.8% | -26.3% | +28.1% | +17.1% |
| 3M | -12.1% | -8.7% | -3.4% | -10.4% |
| 6M | +0.1% | -30.8% | +30.9% | +15.2% |
| YTD | -38.7% | -39.5% | +0.8% | -20.8% |
| 1Y | -46.7% | -57.2% | +10.5% | -7.1% |
| All | -46.7% | -56.7% | +10.0% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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