+135.9%
SOFI vs HAS
+214.3%
-78.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.7% |
| 7D | -2.4% | +3.3% | -5.6% | -3.9% |
| 30D | +3.6% | +30.5% | -26.9% | -10.1% |
| 3M | -9.7% | +29.9% | -39.5% | -21.6% |
| 6M | +3.9% | +26.5% | -22.6% | -9.5% |
| YTD | -37.5% | +51.9% | -89.4% | -52.1% |
| 1Y | -46.4% | +60.9% | -107.3% | -60.5% |
| 3Y | +135.9% | +215.0% | -79.1% | -10.6% |
| All | +135.9% | +214.3% | -78.4% | -10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling