-33.3%
SOFI vs LII
-34.1%
+0.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.1% |
| 7D | -4.9% | -6.3% | +1.3% | -3.2% |
| 30D | -3.5% | -13.0% | +9.6% | +0.4% |
| 3M | +3.9% | -29.0% | +32.9% | +13.8% |
| 6M | -6.5% | -27.7% | +21.1% | +1.3% |
| YTD | -33.8% | -24.2% | -9.6% | -30.6% |
| 1Y | -33.3% | -34.8% | +1.5% | -29.7% |
| All | -33.3% | -34.1% | +0.8% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling