-40.8%
SOFI vs OPEN
-72.7%
+31.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +13.8% | -10.2% | -1.1% |
| 7D | +1.4% | +3.7% | -2.3% | -0.1% |
| 30D | +9.2% | -14.3% | +23.5% | +14.3% |
| 3M | -7.1% | -51.9% | +44.9% | +18.0% |
| 6M | +7.3% | -61.4% | +68.7% | +44.3% |
| YTD | -33.6% | -66.0% | +32.4% | -11.5% |
| 1Y | -40.8% | -71.4% | +30.6% | -16.9% |
| All | -40.8% | -72.7% | +31.8% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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