+93.4%
SOFI vs GEN
+58.7%
+34.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.1% |
| 7D | -7.0% | -4.4% | -2.7% | -4.7% |
| 30D | -4.3% | +3.7% | -8.0% | -6.4% |
| 3M | +8.4% | +22.2% | -13.8% | -3.9% |
| 6M | -5.9% | +38.9% | -44.8% | -23.5% |
| YTD | -34.3% | +11.9% | -46.1% | -39.0% |
| 1Y | -32.6% | +4.5% | -37.1% | -34.7% |
| All | +93.4% | +58.7% | +34.6% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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