-7.8%
SOFI vs HON
-15.8%
+8.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.6% | -2.2% | -2.9% |
| 7D | -2.9% | -0.6% | -2.3% | -2.5% |
| 30D | -4.4% | -15.4% | +11.0% | +5.2% |
| 3M | +5.2% | -9.1% | +14.4% | +9.4% |
| 6M | -7.8% | -17.1% | +9.3% | +1.7% |
| All | -7.8% | -15.8% | +8.1% | +1.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling