+94.7%
SOFI vs HDB
-30.2%
+124.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -2.0% | -3.0% |
| 7D | -2.9% | -4.9% | +2.0% | -0.8% |
| 30D | -4.4% | -5.8% | +1.5% | -2.1% |
| 3M | +5.2% | -5.2% | +10.4% | +6.8% |
| 6M | -7.8% | -25.7% | +17.9% | +3.1% |
| YTD | -33.8% | -39.6% | +5.8% | -19.6% |
| 1Y | -33.3% | -36.9% | +3.6% | -20.8% |
| All | +94.7% | -30.2% | +124.9% | +127.3% |
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