+26.4%
SOFI vs OPEN
-94.8%
+121.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | -0.4% |
| 7D | -4.9% | -15.0% | +10.1% | -0.9% |
| 30D | +8.4% | -40.2% | +48.6% | +22.2% |
| 3M | -16.3% | -67.4% | +51.1% | +10.5% |
| 6M | +0.7% | -74.0% | +74.7% | +40.1% |
| YTD | -41.1% | -79.6% | +38.5% | -14.9% |
| 1Y | -45.7% | -86.1% | +40.4% | -13.9% |
| 3Y | +119.0% | -41.4% | +160.4% | +45.4% |
| 5Y | -32.2% | -94.9% | +62.6% | -5.2% |
| All | +26.4% | -94.8% | +121.2% | +60.6% |
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 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