+41.1%
SOFI vs LII
+44.7%
-3.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.2% |
| 7D | -7.0% | -3.5% | -3.5% | -5.1% |
| 30D | -4.3% | -13.5% | +9.2% | +4.1% |
| 3M | +8.4% | -26.0% | +34.5% | +27.1% |
| 6M | -5.9% | -26.8% | +20.9% | +9.2% |
| YTD | -34.3% | -22.9% | -11.4% | -27.6% |
| 1Y | -32.6% | -32.6% | +0.1% | -19.3% |
| 3Y | +101.3% | -1.3% | +102.6% | +83.0% |
| 5Y | +12.6% | +23.1% | -10.5% | -25.1% |
| All | +41.1% | +44.7% | -3.7% | +1.6% |
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