-28.2%
SOFI vs COIN
-38.9%
+10.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.2% | +2.6% | +0.4% |
| 7D | +0.9% | +3.4% | -2.5% | -1.0% |
| 30D | -0.2% | +23.2% | -23.3% | -10.1% |
| 3M | +6.2% | +12.5% | -6.3% | -1.2% |
| 6M | -2.6% | -11.6% | +9.1% | +0.3% |
| YTD | -30.4% | -18.4% | -12.1% | -24.8% |
| 1Y | -28.2% | -39.8% | +11.6% | -5.8% |
| All | -28.2% | -38.9% | +10.6% | -5.8% |
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