+42.0%
SOFI vs HRB
+247.6%
-205.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -4.9% | -8.0% | +3.1% | -3.4% |
| 30D | -3.5% | -16.0% | +12.5% | -0.3% |
| 3M | +3.9% | +26.9% | -23.0% | -2.3% |
| 6M | -6.5% | +51.1% | -57.7% | -16.5% |
| YTD | -33.8% | +7.1% | -40.9% | -35.7% |
| 1Y | -33.3% | -9.6% | -23.7% | -32.7% |
| 3Y | +94.6% | +25.4% | +69.2% | +73.3% |
| 5Y | +13.3% | +114.9% | -101.6% | -4.2% |
| All | +42.0% | +247.6% | -205.6% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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