+41.1%
SOFI vs EQIX
+59.3%
-18.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.2% | +0.7% |
| 7D | -7.0% | -1.6% | -5.4% | -5.9% |
| 30D | -4.3% | -0.4% | -3.9% | -4.1% |
| 3M | +8.4% | -0.9% | +9.4% | +8.6% |
| 6M | -5.9% | +8.1% | -14.0% | -12.2% |
| YTD | -34.3% | +35.7% | -69.9% | -50.0% |
| 1Y | -32.6% | +34.0% | -66.5% | -48.5% |
| 3Y | +101.3% | +41.4% | +59.9% | +45.7% |
| 5Y | +12.6% | +34.0% | -21.4% | -17.7% |
| All | +41.1% | +59.3% | -18.3% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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