+42.5%
SOFI vs NET
+243.7%
-201.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.6% | +6.2% | +4.9% |
| 7D | +1.4% | -16.4% | +17.8% | +10.0% |
| 30D | +9.2% | -25.8% | +35.0% | +24.7% |
| 3M | -7.1% | -11.5% | +4.5% | -4.2% |
| 6M | +7.3% | +18.9% | -11.6% | -7.9% |
| YTD | -33.6% | +35.2% | -68.8% | -48.8% |
| 1Y | -40.8% | +14.5% | -55.3% | -50.1% |
| 3Y | +117.0% | +313.8% | -196.8% | -10.5% |
| 5Y | -25.4% | +32.6% | -57.9% | -51.9% |
| All | +42.5% | +243.7% | -201.2% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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