-51.5%
SOFI vs FE
+4.7%
-56.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.9% | -3.9% |
| 7D | -2.6% | -0.3% | -2.3% | -2.6% |
| 30D | +2.6% | +3.9% | -1.3% | +3.3% |
| 3M | -12.9% | -0.1% | -12.8% | -13.1% |
| 6M | -1.7% | +6.1% | -7.8% | -0.7% |
| YTD | -40.3% | +8.1% | -48.4% | -41.6% |
| 1Y | -51.5% | +4.4% | -55.9% | -50.8% |
| All | -51.5% | +4.7% | -56.2% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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