+42.0%
SOFI vs GILD
+200.5%
-158.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | -4.9% | -4.8% | -0.1% | -3.8% |
| 30D | -3.5% | +5.8% | -9.2% | -4.7% |
| 3M | +3.9% | +14.9% | -11.0% | +0.2% |
| 6M | -6.5% | -0.4% | -6.2% | -6.7% |
| YTD | -33.8% | +18.5% | -52.4% | -37.2% |
| 1Y | -33.3% | +25.1% | -58.4% | -38.0% |
| 3Y | +94.6% | +105.9% | -11.3% | +47.4% |
| 5Y | +13.3% | +143.0% | -129.7% | -28.4% |
| All | +42.0% | +200.5% | -158.5% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 all: compounded portfolio wealth divided by compounded GILD 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…
all analysis · Full analysis span regression · 6 months rolling