+28.1%
SOFI vs LII
+35.7%
-7.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.2% | -3.5% |
| 7D | -2.6% | -0.2% | -2.4% | -2.4% |
| 30D | +2.6% | -0.6% | +3.1% | +2.2% |
| 3M | -12.9% | -17.0% | +4.1% | -3.7% |
| 6M | -1.7% | -31.1% | +29.4% | +19.0% |
| YTD | -40.3% | -27.7% | -12.6% | -32.3% |
| 1Y | -51.5% | -26.2% | -25.3% | -45.8% |
| 3Y | +125.2% | -9.6% | +134.8% | +114.3% |
| 5Y | -31.3% | +15.7% | -47.0% | -52.7% |
| All | +28.1% | +35.7% | -7.6% | -5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling