+110.6%
SOFI vs EXPD
+66.3%
+44.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -0.4% |
| 7D | +5.6% | -0.9% | +6.6% | +6.1% |
| 30D | -2.0% | +4.1% | -6.1% | -3.9% |
| 3M | +9.2% | +13.8% | -4.6% | +2.2% |
| 6M | -4.7% | +27.3% | -32.0% | -16.4% |
| YTD | -31.2% | +25.4% | -56.6% | -40.0% |
| 1Y | -30.6% | +54.4% | -85.0% | -47.4% |
| 3Y | +110.6% | +67.9% | +42.8% | +36.2% |
| All | +110.6% | +66.3% | +44.3% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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