+41.1%
SOFI vs HAS
+20.1%
+20.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.5% |
| 7D | -7.0% | -3.1% | -4.0% | -5.3% |
| 30D | -4.3% | -6.4% | +2.1% | -0.5% |
| 3M | +8.4% | +10.4% | -1.9% | +1.2% |
| 6M | -5.9% | -3.7% | -2.2% | -5.7% |
| YTD | -34.3% | +12.5% | -46.7% | -40.8% |
| 1Y | -32.6% | +19.8% | -52.4% | -41.9% |
| 3Y | +101.3% | +46.0% | +55.3% | +46.1% |
| 5Y | +12.6% | +12.5% | +0.1% | -5.0% |
| All | +41.1% | +20.1% | +20.9% | +24.7% |
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