-33.3%
SOFI vs MTCH
+14.2%
-47.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | 0.0% |
| 7D | -4.9% | +1.3% | -6.2% | -5.5% |
| 30D | -3.5% | +15.9% | -19.3% | -10.7% |
| 3M | +3.9% | +23.3% | -19.4% | -8.0% |
| 6M | -6.5% | +40.1% | -46.7% | -22.7% |
| YTD | -33.8% | +33.6% | -67.4% | -43.4% |
| 1Y | -33.3% | +14.1% | -47.4% | -42.3% |
| All | -33.3% | +14.2% | -47.5% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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