+10.7%
SOFI vs NU
+33.3%
-22.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.2% | -1.6% | -2.7% |
| 7D | -2.9% | -2.6% | -0.3% | -1.5% |
| 30D | -4.4% | +8.2% | -12.6% | -8.4% |
| 3M | +5.2% | +26.3% | -21.0% | -6.7% |
| 6M | -7.8% | +2.2% | -10.0% | -9.0% |
| YTD | -33.8% | -10.4% | -23.4% | -30.4% |
| 1Y | -33.3% | -3.0% | -30.3% | -32.3% |
| 3Y | +102.7% | +120.3% | -17.6% | +34.4% |
| All | +10.7% | +33.3% | -22.7% | -30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling