-33.3%
SOFI vs FIGR
-3.1%
-30.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.6% | +5.3% | +1.9% |
| 7D | -4.9% | -3.0% | -1.9% | -4.3% |
| 30D | -3.5% | +13.7% | -17.1% | -7.2% |
| 3M | +3.9% | +23.9% | -20.0% | -3.1% |
| 6M | -6.5% | -8.4% | +1.9% | -6.9% |
| YTD | -33.8% | -14.6% | -19.2% | -38.0% |
| 1Y | -33.3% | +12.1% | -45.4% | -41.0% |
| All | -33.3% | -3.1% | -30.1% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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