+122.0%
SOFI vs IBB
+86.9%
+35.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.2% | -1.8% | -1.5% |
| 7D | -2.6% | +1.6% | -4.2% | -4.3% |
| 30D | +2.6% | +6.7% | -4.1% | -4.1% |
| 3M | -12.9% | +6.3% | -19.2% | -18.6% |
| 6M | -1.7% | +23.9% | -25.6% | -23.5% |
| YTD | -40.3% | +26.6% | -66.9% | -55.2% |
| 1Y | -51.5% | +29.6% | -81.1% | -64.7% |
| All | +122.0% | +86.9% | +35.1% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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