+42.0%
SOFI vs EAT
+270.8%
-228.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.7% | +1.1% |
| 7D | -4.9% | -7.7% | +2.8% | -1.7% |
| 30D | -3.5% | -13.6% | +10.1% | +2.2% |
| 3M | +3.9% | +33.9% | -30.0% | -9.5% |
| 6M | -6.5% | +47.2% | -53.7% | -23.7% |
| YTD | -33.8% | +48.1% | -81.9% | -46.6% |
| 1Y | -33.3% | +33.7% | -67.0% | -44.2% |
| 3Y | +94.6% | +595.8% | -501.2% | -26.3% |
| 5Y | +13.3% | +314.4% | -301.1% | -51.6% |
| All | +42.0% | +270.8% | -228.9% | -42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling