+41.1%
SOFI vs HD
+32.6%
+8.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | +0.5% |
| 7D | -7.0% | -3.9% | -3.1% | -4.0% |
| 30D | -4.3% | -13.1% | +8.8% | +7.1% |
| 3M | +8.4% | -3.4% | +11.9% | +11.0% |
| 6M | -5.9% | -12.6% | +6.6% | +4.1% |
| YTD | -34.3% | -9.2% | -25.0% | -30.4% |
| 1Y | -32.6% | -23.9% | -8.6% | -17.1% |
| 3Y | +101.3% | +0.4% | +100.8% | +93.0% |
| 5Y | +12.6% | +4.5% | +8.0% | +3.3% |
| All | +41.1% | +32.6% | +8.4% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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