+151.4%
SOFI vs NXT
+173.5%
-22.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.2% |
| 7D | -4.9% | -1.9% | -3.0% | -4.5% |
| 30D | -3.5% | -20.0% | +16.6% | +1.7% |
| 3M | +3.9% | -30.7% | +34.6% | +12.4% |
| 6M | -6.5% | -29.0% | +22.4% | -1.0% |
| YTD | -33.8% | -4.8% | -29.0% | -35.3% |
| 1Y | -33.3% | +22.8% | -56.1% | -38.7% |
| 3Y | +94.6% | +93.9% | +0.7% | +48.4% |
| All | +151.4% | +173.5% | -22.1% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling