-40.8%
SOFI vs MET
+35.0%
-75.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.2% | +1.4% | +2.2% |
| 7D | +1.4% | +3.9% | -2.5% | -1.0% |
| 30D | +9.2% | +6.8% | +2.3% | +4.5% |
| 3M | -7.1% | +7.7% | -14.7% | -11.8% |
| 6M | +7.3% | +32.9% | -25.6% | -14.9% |
| YTD | -33.6% | +33.9% | -67.5% | -47.8% |
| 1Y | -40.8% | +33.0% | -73.8% | -53.3% |
| All | -40.8% | +35.0% | -75.8% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 1y: compounded portfolio wealth divided by compounded MET 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…
1y analysis · Full analysis span regression · 6 months rolling