+93.4%
SOFI vs OPEN
-27.1%
+120.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.7% | +6.0% | +0.5% |
| 7D | -7.0% | -10.5% | +3.5% | -5.1% |
| 30D | -4.3% | -21.8% | +17.5% | +0.1% |
| 3M | +8.4% | -37.5% | +45.9% | +17.7% |
| 6M | -5.9% | -44.1% | +38.2% | +3.5% |
| YTD | -34.3% | -52.0% | +17.7% | -26.6% |
| 1Y | -32.6% | -52.2% | +19.7% | -28.8% |
| All | +93.4% | -27.1% | +120.5% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling