+94.6%
SOFI vs LUNR
+228.4%
-133.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.5% | +1.0% |
| 7D | -4.9% | -3.1% | -1.8% | -4.4% |
| 30D | -3.5% | -15.3% | +11.9% | -0.8% |
| 3M | +3.9% | -53.2% | +57.1% | +17.1% |
| 6M | -6.5% | -22.2% | +15.7% | -6.8% |
| YTD | -33.8% | -11.6% | -22.3% | -37.0% |
| 1Y | -33.3% | +68.4% | -101.7% | -44.4% |
| 3Y | +94.6% | +216.8% | -122.2% | +28.4% |
| All | +94.6% | +228.4% | -133.8% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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