-45.2%
SOFI vs LIN
+25.4%
-70.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +3.4% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +6.0% | +7.6% | -1.6% | +6.8% |
| 3M | -8.9% | +6.5% | -15.4% | -8.3% |
| 6M | +6.3% | +6.2% | +0.2% | +6.5% |
| YTD | -36.0% | +23.2% | -59.3% | -40.6% |
| All | -45.2% | +25.4% | -70.6% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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