+26.4%
SOFI vs HAS
+60.6%
-34.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -0.9% |
| 7D | -4.9% | +1.4% | -6.3% | -5.6% |
| 30D | +8.4% | +26.3% | -17.8% | -5.6% |
| 3M | -16.3% | +25.6% | -41.9% | -27.1% |
| 6M | +0.7% | +30.3% | -29.5% | -15.4% |
| YTD | -41.1% | +50.4% | -91.5% | -55.5% |
| 1Y | -45.7% | +57.7% | -103.4% | -60.3% |
| 3Y | +119.0% | +213.4% | -94.3% | -1.2% |
| 5Y | -32.2% | +49.1% | -81.3% | -52.1% |
| All | +26.4% | +60.6% | -34.2% | -6.1% |
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