+10.5%
SOFI vs HAS
+10.8%
-0.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -2.8% |
| 7D | -2.9% | -4.8% | +2.0% | +0.3% |
| 30D | -4.4% | -5.1% | +0.8% | -1.2% |
| 3M | +5.2% | +6.4% | -1.2% | 0.0% |
| 6M | -7.8% | -5.6% | -2.1% | -6.3% |
| YTD | -33.8% | +11.0% | -44.8% | -40.6% |
| 1Y | -33.3% | +16.8% | -50.1% | -42.4% |
| 3Y | +102.7% | +44.0% | +58.7% | +43.8% |
| 5Y | +10.5% | +11.0% | -0.5% | +13.1% |
| All | +10.5% | +10.8% | -0.3% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling