+108.2%
SOFI vs NET
+339.9%
-231.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -0.7% |
| 7D | +0.9% | -7.0% | +7.9% | +4.0% |
| 30D | -0.2% | -4.8% | +4.6% | +1.4% |
| 3M | +6.2% | +3.8% | +2.4% | +3.4% |
| 6M | -2.6% | +50.0% | -52.6% | -24.3% |
| YTD | -30.4% | +41.5% | -71.9% | -45.4% |
| 1Y | -28.2% | +32.8% | -61.0% | -41.8% |
| All | +108.2% | +339.9% | -231.7% | -11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling