-40.8%
SOFI vs ETHA
-31.0%
-9.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.7% | -2.1% | +1.2% |
| 7D | +1.4% | +2.1% | -0.7% | +0.5% |
| 30D | +9.2% | -10.7% | +19.9% | +14.3% |
| 3M | -7.1% | +29.0% | -36.0% | -17.2% |
| 6M | +7.3% | +2.7% | +4.6% | +4.7% |
| YTD | -33.6% | -18.7% | -15.0% | -30.5% |
| 1Y | -40.8% | -24.8% | -16.0% | -36.3% |
| All | -40.8% | -31.0% | -9.8% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETHA.
Daily Out/Under-Performance
Portfolio return minus ETHA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETHA 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 1y: compounded portfolio wealth divided by compounded ETHA 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…
1y analysis · Full analysis span regression · 6 months rolling