+12.6%
SOFI vs GEN
+21.5%
-8.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.1% |
| 7D | -7.0% | -4.3% | -2.7% | -4.4% |
| 30D | -4.3% | +3.8% | -8.0% | -6.6% |
| 3M | +8.4% | +22.3% | -13.8% | -5.2% |
| 6M | -5.9% | +39.0% | -44.9% | -25.3% |
| YTD | -34.3% | +11.9% | -46.2% | -39.9% |
| 1Y | -32.6% | +4.5% | -37.1% | -35.5% |
| 3Y | +101.3% | +59.0% | +42.3% | +43.7% |
| 5Y | +12.6% | +22.0% | -9.4% | -7.6% |
| All | +12.6% | +21.5% | -8.9% | -7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling