-46.7%
SOFI vs NET
+5.0%
-51.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -8.3% | +0.6% | -5.4% |
| 7D | -8.9% | -21.2% | +12.3% | -2.9% |
| 30D | +1.8% | -31.1% | +32.9% | +12.2% |
| 3M | -12.1% | -16.5% | +4.4% | -8.9% |
| 6M | +0.1% | 0.0% | +0.1% | -3.2% |
| YTD | -38.7% | +24.0% | -62.8% | -46.4% |
| 1Y | -46.7% | +7.0% | -53.7% | -43.6% |
| All | -46.7% | +5.0% | -51.6% | -43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling