-28.2%
SOFI vs NDAQ
+4.3%
-32.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -0.8% |
| 7D | +0.9% | -2.4% | +3.3% | +1.9% |
| 30D | -0.2% | +2.5% | -2.6% | -1.2% |
| 3M | +6.2% | +9.9% | -3.7% | +1.3% |
| 6M | -2.6% | +9.4% | -12.0% | -7.2% |
| YTD | -30.4% | +0.4% | -30.8% | -31.3% |
| 1Y | -28.2% | +4.0% | -32.2% | -34.2% |
| All | -28.2% | +4.3% | -32.5% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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