+94.6%
SOFI vs EQH
+100.2%
-5.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | -0.6% |
| 7D | -4.9% | +0.7% | -5.7% | -5.6% |
| 30D | -3.5% | +2.8% | -6.3% | -5.9% |
| 3M | +3.9% | +23.1% | -19.2% | -14.6% |
| 6M | -6.5% | +41.4% | -47.9% | -33.3% |
| YTD | -33.8% | +14.3% | -48.1% | -42.4% |
| 1Y | -33.3% | +1.6% | -34.9% | -35.2% |
| 3Y | +94.6% | +102.7% | -8.1% | -3.1% |
| All | +94.6% | +100.2% | -5.6% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 3y: compounded portfolio wealth divided by compounded EQH 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…
3y analysis · Full analysis span regression · 6 months rolling