+94.6%
SOFI vs GH
+363.0%
-268.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.7% | +0.9% |
| 7D | -4.9% | -2.5% | -2.4% | -4.3% |
| 30D | -3.5% | -4.7% | +1.2% | -2.3% |
| 3M | +3.9% | +20.2% | -16.3% | -2.1% |
| 6M | -6.5% | +78.8% | -85.3% | -22.2% |
| YTD | -33.8% | +54.1% | -87.9% | -42.8% |
| 1Y | -33.3% | +177.1% | -210.4% | -52.7% |
| 3Y | +94.6% | +371.6% | -277.0% | +14.3% |
| All | +94.6% | +363.0% | -268.4% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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