-40.8%
SOFI vs EAT
+109.8%
-150.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.3% | -2.6% | +2.4% |
| 7D | +1.4% | -0.1% | +1.5% | +1.4% |
| 30D | +9.2% | +13.5% | -4.4% | +6.4% |
| 3M | -7.1% | +1.0% | -8.1% | -8.2% |
| 6M | +7.3% | +57.3% | -50.0% | -2.9% |
| YTD | -33.6% | +53.6% | -87.2% | -39.5% |
| 1Y | -40.8% | +110.8% | -151.6% | -53.5% |
| All | -40.8% | +109.8% | -150.7% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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