+116.4%
SOFI vs LIN
+36.4%
+80.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.5% |
| 7D | -3.3% | +0.2% | -3.5% | -3.3% |
| 30D | +3.5% | +6.5% | -2.9% | +0.7% |
| 3M | -10.4% | +5.5% | -15.9% | -12.6% |
| 6M | -0.6% | +3.3% | -3.9% | -2.8% |
| YTD | -38.1% | +22.0% | -60.1% | -46.3% |
| 1Y | -40.3% | +25.7% | -66.1% | -49.3% |
| 3Y | +116.4% | +36.2% | +80.2% | +94.1% |
| All | +116.4% | +36.4% | +80.0% | +94.1% |
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