+94.6%
SOFI vs NU
+107.4%
-12.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +2.3% |
| 7D | -4.9% | -4.9% | -0.1% | -1.9% |
| 30D | -3.5% | +7.8% | -11.3% | -8.3% |
| 3M | +3.9% | +20.9% | -17.0% | -8.0% |
| 6M | -6.5% | +0.9% | -7.4% | -7.4% |
| YTD | -33.8% | -12.7% | -21.2% | -28.8% |
| 1Y | -33.3% | -6.4% | -26.9% | -30.8% |
| 3Y | +94.6% | +98.1% | -3.5% | +9.2% |
| All | +94.6% | +107.4% | -12.8% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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