+42.0%
SOFI vs MET
+146.0%
-104.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.3% |
| 7D | -4.9% | -0.5% | -4.4% | -4.6% |
| 30D | -3.5% | +0.5% | -4.0% | -3.9% |
| 3M | +3.9% | +11.6% | -7.7% | -5.5% |
| 6M | -6.5% | +40.8% | -47.3% | -29.7% |
| YTD | -33.8% | +25.7% | -59.5% | -45.5% |
| 1Y | -33.3% | +24.4% | -57.6% | -44.5% |
| 3Y | +94.6% | +67.5% | +27.1% | +35.4% |
| 5Y | +13.3% | +85.8% | -72.5% | -22.1% |
| All | +42.0% | +146.0% | -104.1% | +5.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling