-33.3%
SOFI vs ISRG
-18.2%
-15.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | 0.0% |
| 7D | -4.9% | +0.7% | -5.6% | -5.1% |
| 30D | -3.5% | -8.0% | +4.5% | -1.2% |
| 3M | +3.9% | -10.6% | +14.5% | +6.0% |
| 6M | -6.5% | -25.1% | +18.6% | +0.9% |
| YTD | -33.8% | -34.8% | +1.0% | -27.6% |
| 1Y | -33.3% | -19.0% | -14.3% | -26.4% |
| All | -33.3% | -18.2% | -15.1% | -26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling