+42.0%
SOFI vs HON
+8.0%
+34.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -4.9% | -3.5% | -1.5% | -2.2% |
| 30D | -3.5% | -13.8% | +10.3% | +8.6% |
| 3M | +3.9% | -11.7% | +15.6% | +13.4% |
| 6M | -6.5% | -18.7% | +12.2% | +9.5% |
| YTD | -33.8% | +0.2% | -34.1% | -36.1% |
| 1Y | -33.3% | -3.1% | -30.2% | -33.8% |
| 3Y | +94.6% | +17.0% | +77.6% | +65.3% |
| 5Y | +13.3% | +2.0% | +11.2% | -4.3% |
| All | +42.0% | +8.0% | +34.0% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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