+94.6%
SOFI vs NVDL
+625.2%
-530.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -4.9% | -10.3% | +5.4% | -2.5% |
| 30D | -3.5% | -7.1% | +3.7% | -2.1% |
| 3M | +3.9% | +6.6% | -2.7% | +1.0% |
| 6M | -6.5% | +21.1% | -27.6% | -12.6% |
| YTD | -33.8% | +15.2% | -49.1% | -37.8% |
| 1Y | -33.3% | +18.8% | -52.1% | -38.0% |
| 3Y | +94.6% | +649.9% | -555.3% | +4.8% |
| All | +94.6% | +625.2% | -530.6% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling