+49.3%
SOFI vs NET
+259.6%
-210.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -0.6% |
| 7D | +0.9% | -7.0% | +7.9% | +4.3% |
| 30D | -0.2% | -4.8% | +4.6% | +1.5% |
| 3M | +6.2% | +3.8% | +2.4% | +3.0% |
| 6M | -2.6% | +50.0% | -52.6% | -25.5% |
| YTD | -30.4% | +41.5% | -71.9% | -46.3% |
| 1Y | -28.2% | +32.8% | -61.0% | -42.8% |
| 3Y | +107.3% | +335.9% | -228.6% | -15.5% |
| 5Y | +20.2% | +113.8% | -93.6% | -41.8% |
| All | +49.3% | +259.6% | -210.3% | -56.8% |
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