+135.9%
SOFI vs LII
-8.4%
+144.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.0% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | +3.6% | -2.4% | +6.0% | +4.2% |
| 3M | -9.7% | -17.5% | +7.8% | -1.1% |
| 6M | +3.9% | -32.8% | +36.8% | +24.7% |
| YTD | -37.5% | -27.7% | -9.8% | -30.5% |
| 1Y | -46.4% | -28.1% | -18.3% | -40.3% |
| 3Y | +135.9% | -9.7% | +145.5% | +130.5% |
| All | +135.9% | -8.4% | +144.2% | +130.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling