+12.6%
SOFI vs GE
+415.9%
-403.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | -7.0% | -2.8% | -4.2% | -5.1% |
| 30D | -4.3% | -11.9% | +7.6% | +4.4% |
| 3M | +8.4% | +1.8% | +6.6% | +6.7% |
| 6M | -5.9% | -0.6% | -5.3% | -6.6% |
| YTD | -34.3% | +5.5% | -39.8% | -38.6% |
| 1Y | -32.6% | +15.0% | -47.5% | -40.6% |
| 3Y | +101.3% | +269.5% | -168.2% | -25.9% |
| 5Y | +12.6% | +422.4% | -409.9% | -71.8% |
| All | +12.6% | +415.9% | -403.4% | -71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling