-6.5%
SOFI vs IBKR
+34.2%
-40.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | -1.0% |
| 7D | -4.9% | -1.3% | -3.6% | -3.9% |
| 30D | -3.5% | -0.2% | -3.2% | -3.5% |
| 3M | +3.9% | +3.0% | +0.9% | +0.2% |
| 6M | -6.5% | +33.9% | -40.4% | -26.3% |
| All | -6.5% | +34.2% | -40.7% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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