+42.0%
SOFI vs OPEN
-87.8%
+129.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -4.9% | -11.4% | +6.5% | -1.9% |
| 30D | -3.5% | -20.1% | +16.6% | +2.4% |
| 3M | +3.9% | -37.6% | +41.5% | +17.0% |
| 6M | -6.5% | -47.1% | +40.5% | +8.7% |
| YTD | -33.8% | -52.1% | +18.3% | -22.4% |
| 1Y | -33.3% | -73.5% | +40.2% | -12.0% |
| 3Y | +94.6% | -24.4% | +119.0% | +28.6% |
| 5Y | +13.3% | -85.1% | +98.4% | +16.6% |
| All | +42.0% | -87.8% | +129.7% | +46.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling