+133.1%
SOFI vs ETHA
-27.9%
+161.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.6% | -0.5% |
| 7D | -4.9% | +3.5% | -8.4% | -6.1% |
| 30D | -3.5% | +35.3% | -38.8% | -13.6% |
| 3M | +3.9% | +50.9% | -47.0% | -11.0% |
| 6M | -6.5% | +22.1% | -28.6% | -13.9% |
| YTD | -33.8% | -14.6% | -19.3% | -32.2% |
| 1Y | -33.3% | -42.8% | +9.5% | -23.2% |
| All | +133.1% | -27.9% | +161.1% | +114.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling