+32.9%
SOFI vs LIN
+109.0%
-76.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.8% |
| 7D | -3.3% | +0.2% | -3.5% | -3.4% |
| 30D | +3.5% | +6.5% | -2.9% | -1.0% |
| 3M | -10.4% | +5.5% | -15.9% | -14.0% |
| 6M | -0.6% | +3.3% | -3.9% | -4.1% |
| YTD | -38.1% | +22.0% | -60.1% | -48.1% |
| 1Y | -40.3% | +25.7% | -66.1% | -51.1% |
| 3Y | +116.4% | +36.2% | +80.2% | +64.5% |
| 5Y | -28.2% | +66.1% | -94.2% | -54.6% |
| All | +32.9% | +109.0% | -76.2% | -17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling