-18.0%
SOFI vs LUNR
+48.7%
-66.7%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.5% | +0.7% |
| 7D | -4.9% | -3.1% | -1.8% | -4.8% |
| 30D | -3.5% | -15.3% | +11.9% | -2.7% |
| 3M | +3.9% | -53.2% | +57.1% | +7.5% |
| 6M | -6.5% | -22.2% | +15.7% | -6.2% |
| YTD | -33.8% | -11.6% | -22.3% | -34.3% |
| 1Y | -33.3% | +68.4% | -101.7% | -35.6% |
| 3Y | +94.6% | +216.8% | -122.2% | +85.6% |
| All | -18.0% | +48.7% | -66.7% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling