+33.4%
SOFI vs LII
+36.7%
-3.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.1% |
| 7D | -6.4% | -2.3% | -4.1% | -5.1% |
| 30D | +6.8% | -1.7% | +8.5% | +7.1% |
| 3M | -9.5% | -18.3% | +8.8% | +0.9% |
| 6M | +0.1% | -32.3% | +32.4% | +22.4% |
| YTD | -37.9% | -27.1% | -10.7% | -29.8% |
| 1Y | -47.4% | -27.2% | -20.2% | -40.7% |
| 3Y | +134.4% | -8.9% | +143.4% | +122.1% |
| 5Y | -29.2% | +19.7% | -48.8% | -51.5% |
| All | +33.4% | +36.7% | -3.4% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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