+149.8%
SOFI vs NXT
+168.4%
-18.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.4% |
| 7D | -7.0% | -2.6% | -4.4% | -6.4% |
| 30D | -4.3% | -22.4% | +18.2% | +1.6% |
| 3M | +8.4% | -27.3% | +35.8% | +16.1% |
| 6M | -5.9% | -28.5% | +22.6% | -0.5% |
| YTD | -34.3% | -6.6% | -27.7% | -35.5% |
| 1Y | -32.6% | +20.4% | -52.9% | -37.7% |
| 3Y | +101.3% | +90.9% | +10.4% | +54.0% |
| All | +149.8% | +168.4% | -18.6% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling