+112.5%
SOFI vs NVD
-99.1%
+211.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.4% | +0.7% |
| 7D | -4.9% | +10.8% | -15.8% | -2.5% |
| 30D | -3.5% | +0.8% | -4.2% | -2.3% |
| 3M | +3.9% | -20.8% | +24.7% | +0.7% |
| 6M | -6.5% | -41.2% | +34.6% | -13.0% |
| YTD | -33.8% | -44.2% | +10.4% | -38.2% |
| 1Y | -33.3% | -54.2% | +20.9% | -38.5% |
| 3Y | +94.6% | -99.1% | +193.7% | +2.6% |
| All | +112.5% | -99.1% | +211.6% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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