+93.4%
SOFI vs IGV
+38.0%
+55.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.1% |
| 7D | -7.0% | -5.4% | -1.6% | -0.4% |
| 30D | -4.3% | -2.6% | -1.7% | -1.9% |
| 3M | +8.4% | +10.5% | -2.1% | -6.3% |
| 6M | -5.9% | +18.2% | -24.1% | -27.0% |
| YTD | -34.3% | -4.2% | -30.0% | -31.2% |
| 1Y | -32.6% | -9.8% | -22.7% | -21.3% |
| All | +93.4% | +38.0% | +55.4% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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