-28.2%
SOFI vs NVDL
+42.2%
-70.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -2.1% |
| 7D | +0.9% | +11.7% | -10.8% | -2.7% |
| 30D | -0.2% | +7.8% | -8.0% | -3.2% |
| 3M | +6.2% | +3.3% | +2.9% | +3.1% |
| 6M | -2.6% | +38.9% | -41.5% | -16.5% |
| YTD | -30.4% | +28.5% | -58.9% | -39.6% |
| 1Y | -28.2% | +40.6% | -68.8% | -35.4% |
| All | -28.2% | +42.2% | -70.4% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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