+47.6%
SOFI vs FITB
+140.2%
-92.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.7% |
| 7D | +5.6% | +2.8% | +2.8% | +3.5% |
| 30D | -2.0% | -4.5% | +2.5% | +1.4% |
| 3M | +9.2% | +5.7% | +3.5% | +4.2% |
| 6M | -4.7% | +17.1% | -21.8% | -16.3% |
| YTD | -31.2% | +18.3% | -49.5% | -40.6% |
| 1Y | -30.6% | +23.9% | -54.5% | -42.3% |
| 3Y | +110.6% | +131.1% | -20.5% | +15.8% |
| 5Y | +16.4% | +71.1% | -54.7% | -22.9% |
| All | +47.6% | +140.2% | -92.6% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FITB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling