+15.4%
SOFI vs HON
+1.1%
+14.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -4.9% | -3.5% | -1.5% | -1.8% |
| 30D | -3.5% | -13.8% | +10.3% | +10.2% |
| 3M | +3.9% | -11.7% | +15.6% | +14.5% |
| 6M | -6.5% | -18.7% | +12.2% | +11.6% |
| YTD | -33.8% | +0.2% | -34.1% | -36.9% |
| 1Y | -33.3% | -3.1% | -30.2% | -34.4% |
| 3Y | +94.6% | +17.0% | +77.6% | +55.5% |
| All | +15.4% | +1.1% | +14.2% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling