+34.2%
SOFI vs LII
+35.7%
-1.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.3% |
| 3M | -9.7% | -17.5% | +7.8% | +0.1% |
| 6M | +3.9% | -32.8% | +36.8% | +27.7% |
| YTD | -37.5% | -27.7% | -9.8% | -29.0% |
| 1Y | -46.4% | -28.1% | -18.3% | -39.1% |
| 3Y | +135.9% | -9.7% | +145.5% | +124.5% |
| 5Y | -19.8% | +19.5% | -39.3% | -44.9% |
| All | +34.2% | +35.7% | -1.5% | -0.4% |
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