+15.4%
SOFI vs FLEX
+737.7%
-722.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.2% | -6.6% | -3.1% |
| 7D | -4.9% | +5.7% | -10.7% | -7.9% |
| 30D | -3.5% | -7.0% | +3.6% | -0.4% |
| 3M | +3.9% | -23.8% | +27.7% | +16.1% |
| 6M | -6.5% | +82.6% | -89.2% | -44.6% |
| YTD | -33.8% | +91.6% | -125.5% | -62.8% |
| 1Y | -33.3% | +100.6% | -133.8% | -64.0% |
| 3Y | +94.6% | +479.8% | -385.2% | -53.3% |
| All | +15.4% | +737.7% | -722.3% | -80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling