-40.8%
SOFI vs NTAP
+66.6%
-107.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.6% | +5.3% | +4.2% |
| 7D | +1.4% | -16.1% | +17.5% | +7.5% |
| 30D | +9.2% | -15.9% | +25.1% | +15.7% |
| 3M | -7.1% | -1.2% | -5.8% | -7.8% |
| 6M | +7.3% | +70.1% | -62.8% | -15.1% |
| YTD | -33.6% | +77.9% | -111.6% | -48.5% |
| 1Y | -40.8% | +68.1% | -109.0% | -51.4% |
| All | -40.8% | +66.6% | -107.4% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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