+12.6%
SOFI vs HAL
+102.8%
-90.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | +0.3% |
| 7D | -7.0% | -3.3% | -3.8% | -6.0% |
| 30D | -4.3% | +7.2% | -11.5% | -6.8% |
| 3M | +8.4% | -8.8% | +17.2% | +11.2% |
| 6M | -5.9% | +3.0% | -8.9% | -9.1% |
| YTD | -34.3% | +29.4% | -63.7% | -42.2% |
| 1Y | -32.6% | +62.8% | -95.4% | -46.6% |
| 3Y | +101.3% | -6.4% | +107.7% | +89.5% |
| 5Y | +12.6% | +103.6% | -91.1% | -22.4% |
| All | +12.6% | +102.8% | -90.2% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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