+15.4%
SOFI vs NKE
-75.0%
+90.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -4.9% | -4.2% | -0.8% | -2.6% |
| 30D | -3.5% | -8.2% | +4.7% | +1.2% |
| 3M | +3.9% | -19.1% | +23.0% | +16.5% |
| 6M | -6.5% | -32.6% | +26.1% | +15.5% |
| YTD | -33.8% | -40.7% | +6.9% | -11.9% |
| 1Y | -33.3% | -48.9% | +15.6% | -4.4% |
| 3Y | +94.6% | -59.2% | +153.8% | +199.9% |
| All | +15.4% | -75.0% | +90.4% | +150.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NKE.
Daily Out/Under-Performance
Portfolio return minus NKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NKE 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 5y: compounded portfolio wealth divided by compounded NKE 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…
5y analysis · Full analysis span regression · 6 months rolling