+42.0%
SOFI vs EQH
+139.2%
-97.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | -0.4% |
| 7D | -4.9% | +0.7% | -5.7% | -5.5% |
| 30D | -3.5% | +2.8% | -6.3% | -5.6% |
| 3M | +3.9% | +23.1% | -19.2% | -12.1% |
| 6M | -6.5% | +41.4% | -47.9% | -29.6% |
| YTD | -33.8% | +14.3% | -48.1% | -41.3% |
| 1Y | -33.3% | +1.6% | -34.9% | -35.5% |
| 3Y | +94.6% | +102.7% | -8.1% | +19.1% |
| 5Y | +13.3% | +104.5% | -91.3% | -28.9% |
| All | +42.0% | +139.2% | -97.2% | +6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling