+49.3%
SOFI vs OPEN
-86.2%
+135.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | +0.9% | -4.3% | +5.1% | +2.1% |
| 30D | -0.2% | -16.2% | +16.1% | +4.5% |
| 3M | +6.2% | -36.4% | +42.6% | +18.9% |
| 6M | -2.6% | -35.5% | +32.9% | +7.6% |
| YTD | -30.4% | -46.0% | +15.6% | -20.9% |
| 1Y | -28.2% | -47.1% | +18.9% | -26.9% |
| 3Y | +107.3% | -19.0% | +126.3% | +35.3% |
| 5Y | +20.2% | -83.6% | +103.8% | +21.0% |
| All | +49.3% | -86.2% | +135.5% | +49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling