+94.7%
SOFI vs HD
+1.8%
+92.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.7% | -3.0% |
| 7D | -2.9% | -1.8% | -1.0% | -1.4% |
| 30D | -4.4% | -10.8% | +6.5% | +4.7% |
| 3M | +5.2% | -2.7% | +7.9% | +7.0% |
| 6M | -7.8% | -10.3% | +2.5% | 0.0% |
| YTD | -33.8% | -7.8% | -26.0% | -31.1% |
| 1Y | -33.3% | -23.1% | -10.1% | -17.0% |
| All | +94.7% | +1.8% | +92.9% | +70.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling