-28.2%
SOFI vs EIX
+7.5%
-35.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.5% |
| 7D | +0.9% | -19.1% | +20.0% | -0.7% |
| 30D | -0.2% | -16.9% | +16.7% | -1.1% |
| 3M | +6.2% | -20.0% | +26.2% | +4.8% |
| 6M | -2.6% | -21.3% | +18.8% | -4.5% |
| YTD | -30.4% | -1.7% | -28.7% | -31.0% |
| 1Y | -28.2% | +9.6% | -37.8% | -29.2% |
| All | -28.2% | +7.5% | -35.7% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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