+122.0%
SOFI vs LIN
+37.0%
+85.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.2% | -3.6% |
| 7D | -2.6% | +0.2% | -2.8% | -2.6% |
| 30D | +2.6% | +6.2% | -3.6% | 0.0% |
| 3M | -12.9% | +9.3% | -22.2% | -16.3% |
| 6M | -1.7% | +4.4% | -6.1% | -4.2% |
| YTD | -40.3% | +23.7% | -64.0% | -48.5% |
| 1Y | -51.5% | +23.5% | -74.9% | -58.1% |
| All | +122.0% | +37.0% | +85.0% | +99.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling