+49.3%
SOFI vs HAS
+23.3%
+26.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | +0.9% | -1.8% | +2.7% | +2.0% |
| 30D | -0.2% | +2.3% | -2.4% | -1.6% |
| 3M | +6.2% | +10.4% | -4.1% | -0.7% |
| 6M | -2.6% | -3.2% | +0.7% | -2.5% |
| YTD | -30.4% | +15.4% | -45.8% | -38.3% |
| 1Y | -28.2% | +18.8% | -47.0% | -37.7% |
| 3Y | +107.3% | +43.9% | +63.3% | +52.1% |
| 5Y | +20.2% | +13.9% | +6.3% | -0.2% |
| All | +49.3% | +23.3% | +26.1% | +30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling