+41.1%
SOFI vs FLEX
+687.1%
-646.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.5% | +1.5% |
| 7D | -7.0% | +0.1% | -7.1% | -7.2% |
| 30D | -4.3% | -11.8% | +7.5% | +1.7% |
| 3M | +8.4% | -22.6% | +31.0% | +20.2% |
| 6M | -5.9% | +77.3% | -83.2% | -43.5% |
| YTD | -34.3% | +78.8% | -113.0% | -61.4% |
| 1Y | -32.6% | +86.1% | -118.6% | -61.8% |
| 3Y | +101.3% | +446.2% | -344.9% | -48.4% |
| 5Y | +12.6% | +689.7% | -677.1% | -78.9% |
| All | +41.1% | +687.1% | -646.0% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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