+47.6%
SOFI vs ED
+83.6%
-36.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -0.9% |
| 7D | +5.6% | +0.5% | +5.1% | +5.8% |
| 30D | -2.0% | +1.1% | -3.1% | -1.6% |
| 3M | +9.2% | +4.6% | +4.5% | +10.8% |
| 6M | -4.7% | -2.0% | -2.7% | -4.7% |
| YTD | -31.2% | +11.7% | -42.9% | -29.0% |
| 1Y | -30.6% | +15.7% | -46.4% | -27.7% |
| 3Y | +110.6% | +34.4% | +76.3% | +120.1% |
| 5Y | +16.4% | +67.3% | -50.9% | +49.2% |
| All | +47.6% | +83.6% | -36.0% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ED 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling