-28.2%
SOFI vs EEM
+41.0%
-69.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -3.3% |
| 7D | +0.9% | +2.3% | -1.4% | -1.3% |
| 30D | -0.2% | +4.5% | -4.7% | -4.1% |
| 3M | +6.2% | -0.1% | +6.3% | +4.9% |
| 6M | -2.6% | +16.9% | -19.5% | -17.8% |
| YTD | -30.4% | +26.2% | -56.6% | -50.5% |
| 1Y | -28.2% | +40.5% | -68.7% | -50.6% |
| All | -28.2% | +41.0% | -69.2% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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