-7.8%
SOFI vs FIVN
+71.4%
-79.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.8% | -1.0% | -3.2% |
| 7D | -2.9% | -9.6% | +6.7% | -1.0% |
| 30D | -4.4% | -11.9% | +7.6% | -2.2% |
| 3M | +5.2% | +40.1% | -34.9% | -1.6% |
| 6M | -7.8% | +68.3% | -76.1% | -17.9% |
| All | -7.8% | +71.4% | -79.2% | -17.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling