+94.6%
SOFI vs FTNT
+140.8%
-46.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.4% |
| 7D | -4.9% | -0.1% | -4.8% | -4.9% |
| 30D | -3.5% | -3.0% | -0.5% | -2.6% |
| 3M | +3.9% | +7.6% | -3.7% | -0.4% |
| 6M | -6.5% | +87.0% | -93.5% | -32.7% |
| YTD | -33.8% | +96.5% | -130.4% | -53.8% |
| 1Y | -33.3% | +92.9% | -126.2% | -52.7% |
| 3Y | +94.6% | +139.8% | -45.2% | +43.6% |
| All | +94.6% | +140.8% | -46.2% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTNT.
Daily Out/Under-Performance
Portfolio return minus FTNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTNT 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 3y: compounded portfolio wealth divided by compounded FTNT 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…
3y analysis · Full analysis span regression · 6 months rolling