+42.0%
SOFI vs GRMN
+166.2%
-124.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | -2.3% |
| 7D | -4.9% | +2.4% | -7.4% | -6.6% |
| 30D | -3.5% | -8.5% | +5.0% | +2.7% |
| 3M | +3.9% | +19.5% | -15.6% | -11.3% |
| 6M | -6.5% | +21.2% | -27.7% | -21.6% |
| YTD | -33.8% | +41.0% | -74.9% | -51.6% |
| 1Y | -33.3% | +19.6% | -52.9% | -44.7% |
| 3Y | +94.6% | +183.8% | -89.2% | -30.5% |
| 5Y | +13.3% | +83.0% | -69.7% | -45.6% |
| All | +42.0% | +166.2% | -124.2% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling