+14.7%
SOFI vs GRMN
+74.2%
-59.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -7.0% | -1.8% | -5.2% | -5.8% |
| 30D | -4.3% | -12.1% | +7.8% | +4.8% |
| 3M | +8.4% | +18.0% | -9.5% | -6.7% |
| 6M | -5.9% | +13.7% | -19.6% | -17.3% |
| YTD | -34.3% | +35.3% | -69.6% | -50.4% |
| 1Y | -32.6% | +17.2% | -49.8% | -43.4% |
| 3Y | +101.3% | +179.6% | -78.3% | -29.5% |
| All | +14.7% | +74.2% | -59.6% | -46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling