+42.0%
SOFI vs EQX
+15.3%
+26.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.3% |
| 7D | -4.9% | -3.2% | -1.7% | -4.3% |
| 30D | -3.5% | +7.8% | -11.2% | -5.1% |
| 3M | +3.9% | +21.3% | -17.4% | -0.9% |
| 6M | -6.5% | -22.4% | +15.9% | -2.4% |
| YTD | -33.8% | -11.3% | -22.5% | -33.5% |
| 1Y | -33.3% | +13.5% | -46.8% | -36.7% |
| 3Y | +94.6% | +162.1% | -67.5% | +45.4% |
| 5Y | +13.3% | +84.2% | -70.9% | -10.4% |
| All | +42.0% | +15.3% | +26.7% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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