-40.8%
SOFI vs HDB
-32.8%
-8.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.6% | -1.9% | +2.0% |
| 7D | +1.4% | +12.9% | -11.5% | -2.0% |
| 30D | +9.2% | +10.0% | -0.9% | +6.2% |
| 3M | -7.1% | +1.8% | -8.9% | -7.5% |
| 6M | +7.3% | -2.1% | +9.4% | +7.0% |
| YTD | -33.6% | -33.4% | -0.2% | -37.1% |
| 1Y | -40.8% | -32.9% | -8.0% | -44.5% |
| All | -40.8% | -32.8% | -8.0% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 1y: compounded portfolio wealth divided by compounded HDB 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…
1y analysis · Full analysis span regression · 6 months rolling