+119.0%
SOFI vs OPEN
-42.5%
+161.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | -0.7% |
| 7D | -4.9% | -15.0% | +10.1% | -2.1% |
| 30D | +8.4% | -40.2% | +48.6% | +17.9% |
| 3M | -16.3% | -67.4% | +51.1% | +1.3% |
| 6M | +0.7% | -74.0% | +74.7% | +26.3% |
| YTD | -41.1% | -79.6% | +38.5% | -24.3% |
| 1Y | -45.7% | -86.1% | +40.4% | -26.0% |
| 3Y | +119.0% | -41.4% | +160.4% | +75.7% |
| All | +119.0% | -42.5% | +161.5% | +75.7% |
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