+28.1%
SOFI vs HAS
+61.8%
-33.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.0% | -1.9% | -2.7% |
| 7D | -2.6% | +1.6% | -4.2% | -3.5% |
| 30D | +2.6% | +26.6% | -24.1% | -10.9% |
| 3M | -12.9% | +29.0% | -41.9% | -25.3% |
| 6M | -1.7% | +30.6% | -32.3% | -17.5% |
| YTD | -40.3% | +51.5% | -91.8% | -55.1% |
| 1Y | -51.5% | +58.5% | -109.9% | -64.6% |
| 3Y | +125.2% | +214.1% | -88.9% | +1.5% |
| 5Y | -31.3% | +50.2% | -81.6% | -51.7% |
| All | +28.1% | +61.8% | -33.7% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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