+119.0%
SOFI vs HDB
-7.5%
+126.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.5% |
| 7D | -4.9% | +2.7% | -7.6% | -5.8% |
| 30D | +8.4% | +14.1% | -5.7% | +3.2% |
| 3M | -16.3% | +11.8% | -28.2% | -19.9% |
| 6M | +0.7% | +8.2% | -7.4% | -2.8% |
| YTD | -41.1% | -29.3% | -11.8% | -34.0% |
| 1Y | -45.7% | -28.8% | -16.9% | -39.4% |
| 3Y | +119.0% | -7.5% | +126.5% | +115.3% |
| All | +119.0% | -7.5% | +126.5% | +115.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling