+94.6%
SOFI vs NOK
+195.7%
-101.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.8% | -4.2% | -0.9% |
| 7D | -4.9% | +11.0% | -15.9% | -8.2% |
| 30D | -3.5% | +7.8% | -11.3% | -5.9% |
| 3M | +3.9% | -21.0% | +24.9% | +9.7% |
| 6M | -6.5% | +40.9% | -47.4% | -24.6% |
| YTD | -33.8% | +72.0% | -105.9% | -51.9% |
| 1Y | -33.3% | +140.9% | -174.2% | -60.3% |
| 3Y | +94.6% | +194.3% | -99.7% | +3.3% |
| All | +94.6% | +195.7% | -101.1% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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