+41.1%
SOFI vs EQT
+355.1%
-314.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | -7.0% | -1.2% | -5.9% | -6.7% |
| 30D | -4.3% | +1.1% | -5.4% | -4.7% |
| 3M | +8.4% | +4.8% | +3.6% | +6.1% |
| 6M | -5.9% | -10.6% | +4.7% | -3.4% |
| YTD | -34.3% | +3.4% | -37.7% | -36.1% |
| 1Y | -32.6% | +8.7% | -41.2% | -35.7% |
| 3Y | +101.3% | +35.0% | +66.3% | +79.0% |
| 5Y | +12.6% | +204.2% | -191.7% | -23.3% |
| All | +41.1% | +355.1% | -314.0% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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