-28.2%
SOFI vs OPEN
-38.6%
+10.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | +0.9% | -4.3% | +5.1% | +1.6% |
| 30D | -0.2% | -16.2% | +16.1% | +2.6% |
| 3M | +6.2% | -36.4% | +42.6% | +13.3% |
| 6M | -2.6% | -35.5% | +32.9% | +3.3% |
| YTD | -30.4% | -46.0% | +15.6% | -25.3% |
| 1Y | -28.2% | -47.1% | +18.9% | -21.5% |
| All | -28.2% | -38.6% | +10.4% | -21.5% |
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