-40.8%
SOFI vs FIG
-52.3%
+11.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.2% | -1.6% | +2.7% |
| 7D | +1.4% | -4.7% | +6.1% | +2.2% |
| 30D | +9.2% | +0.5% | +8.6% | +8.8% |
| 3M | -7.1% | -18.4% | +11.3% | -4.7% |
| 6M | +7.3% | +10.9% | -3.6% | +2.0% |
| YTD | -33.6% | -40.8% | +7.2% | -26.8% |
| 1Y | -40.8% | -51.7% | +10.9% | -27.4% |
| All | -40.8% | -52.3% | +11.4% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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