+42.0%
SOFI vs GE
+511.7%
-469.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -4.9% | -4.0% | -0.9% | -2.6% |
| 30D | -3.5% | -11.4% | +8.0% | +3.2% |
| 3M | +3.9% | -2.6% | +6.5% | +5.3% |
| 6M | -6.5% | -0.3% | -6.2% | -7.0% |
| YTD | -33.8% | +5.4% | -39.2% | -37.0% |
| 1Y | -33.3% | +15.5% | -48.8% | -39.4% |
| 3Y | +94.6% | +260.8% | -166.2% | -0.6% |
| 5Y | +13.3% | +421.6% | -408.4% | -56.8% |
| All | +42.0% | +511.7% | -469.7% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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