+93.4%
SOFI vs GRMN
+179.1%
-85.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -7.0% | -1.8% | -5.2% | -6.1% |
| 30D | -4.3% | -12.1% | +7.8% | +2.3% |
| 3M | +8.4% | +18.0% | -9.5% | -2.8% |
| 6M | -5.9% | +13.7% | -19.6% | -14.2% |
| YTD | -34.3% | +35.3% | -69.6% | -46.8% |
| 1Y | -32.6% | +17.2% | -49.8% | -40.6% |
| All | +93.4% | +179.1% | -85.7% | +10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling