+94.6%
SOFI vs GM
+166.7%
-72.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | -4.9% | -2.4% | -2.5% | -3.5% |
| 30D | -3.5% | -1.1% | -2.3% | -2.9% |
| 3M | +3.9% | +6.1% | -2.2% | -0.7% |
| 6M | -6.5% | +15.0% | -21.5% | -15.4% |
| YTD | -33.8% | +6.0% | -39.8% | -37.2% |
| 1Y | -33.3% | +47.1% | -80.4% | -49.7% |
| 3Y | +94.6% | +170.5% | -75.9% | -8.2% |
| All | +94.6% | +166.7% | -72.1% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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