+42.0%
SOFI vs FIVN
-82.5%
+124.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | 0.0% |
| 7D | -4.9% | -7.8% | +2.9% | -1.2% |
| 30D | -3.5% | -1.7% | -1.7% | -3.0% |
| 3M | +3.9% | +47.2% | -43.3% | -16.9% |
| 6M | -6.5% | +82.7% | -89.2% | -36.6% |
| YTD | -33.8% | +52.9% | -86.8% | -51.8% |
| 1Y | -33.3% | +17.5% | -50.8% | -43.8% |
| 3Y | +94.6% | -55.8% | +150.4% | +161.8% |
| 5Y | +13.3% | -82.3% | +95.6% | +144.9% |
| All | +42.0% | -82.5% | +124.4% | +171.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling