+42.0%
SOFI vs INFY
-26.1%
+68.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.8% | -0.1% |
| 7D | -4.9% | -5.4% | +0.4% | -2.4% |
| 30D | -3.5% | -9.9% | +6.4% | +1.4% |
| 3M | +3.9% | -4.6% | +8.5% | +4.1% |
| 6M | -6.5% | -18.5% | +11.9% | +1.6% |
| YTD | -33.8% | -36.5% | +2.7% | -18.4% |
| 1Y | -33.3% | -32.8% | -0.5% | -21.1% |
| 3Y | +94.6% | -32.2% | +126.8% | +123.2% |
| 5Y | +13.3% | -44.7% | +58.0% | +41.1% |
| All | +42.0% | -26.1% | +68.1% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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