+26.4%
SOFI vs JD
-63.6%
+90.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.9% | -1.9% |
| 7D | -4.9% | -4.1% | -0.8% | -3.5% |
| 30D | +8.4% | +4.6% | +3.8% | +6.6% |
| 3M | -16.3% | -4.7% | -11.6% | -15.0% |
| 6M | +0.7% | -17.4% | +18.1% | +6.7% |
| YTD | -41.1% | +0.7% | -41.8% | -42.2% |
| 1Y | -45.7% | -5.9% | -39.8% | -45.3% |
| 3Y | +119.0% | +18.9% | +100.2% | +85.8% |
| 5Y | -32.2% | -62.9% | +30.7% | -9.3% |
| All | +26.4% | -63.6% | +90.0% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 10y: compounded portfolio wealth divided by compounded JD 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…
10y analysis · Full analysis span regression · 6 months rolling