+49.3%
SOFI vs IBB
+40.9%
+8.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.4% |
| 7D | +0.9% | +1.4% | -0.5% | -1.1% |
| 30D | -0.2% | +10.5% | -10.7% | -13.3% |
| 3M | +6.2% | +23.6% | -17.4% | -21.7% |
| 6M | -2.6% | +22.6% | -25.2% | -27.8% |
| YTD | -30.4% | +25.7% | -56.1% | -50.8% |
| 1Y | -28.2% | +51.4% | -79.6% | -61.7% |
| 3Y | +107.3% | +64.4% | +42.9% | -1.4% |
| 5Y | +20.2% | +22.1% | -2.0% | -7.0% |
| All | +49.3% | +40.9% | +8.4% | -31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling