+93.4%
SOFI vs ISRG
+20.2%
+73.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -1.9% |
| 7D | -7.0% | -2.5% | -4.5% | -5.7% |
| 30D | -4.3% | -10.2% | +5.9% | +1.9% |
| 3M | +8.4% | -12.5% | +21.0% | +15.2% |
| 6M | -5.9% | -25.8% | +19.9% | +11.3% |
| YTD | -34.3% | -36.4% | +2.1% | -14.0% |
| 1Y | -32.6% | -19.9% | -12.7% | -26.2% |
| All | +93.4% | +20.2% | +73.2% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ISRG 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling