+94.7%
SOFI vs EXC
+20.6%
+74.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.8% |
| 7D | -2.9% | +0.3% | -3.2% | -2.9% |
| 30D | -4.4% | -0.9% | -3.5% | -4.3% |
| 3M | +5.2% | -2.7% | +7.9% | +5.1% |
| 6M | -7.8% | -9.4% | +1.6% | -7.2% |
| YTD | -33.8% | +3.0% | -36.8% | -34.9% |
| 1Y | -33.3% | +5.1% | -38.4% | -34.5% |
| All | +94.7% | +20.6% | +74.1% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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