+41.1%
SOFI vs FISV
-57.0%
+98.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | -7.0% | -7.2% | +0.2% | -4.0% |
| 30D | -4.3% | -7.2% | +2.9% | -1.2% |
| 3M | +8.4% | -8.2% | +16.6% | +10.9% |
| 6M | -5.9% | -17.7% | +11.8% | +1.0% |
| YTD | -34.3% | -27.2% | -7.1% | -25.7% |
| 1Y | -32.6% | -63.0% | +30.4% | -3.1% |
| 3Y | +101.3% | -59.8% | +161.0% | +147.1% |
| 5Y | +12.6% | -55.8% | +68.3% | +20.7% |
| All | +41.1% | -57.0% | +98.1% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 all: compounded portfolio wealth divided by compounded FISV 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…
all analysis · Full analysis span regression · 6 months rolling