+135.9%
SOFI vs P
+187.1%
-51.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.4% | -2.0% |
| 7D | -2.4% | -13.3% | +10.9% | +2.2% |
| 30D | +3.6% | -34.0% | +37.6% | +18.7% |
| 3M | -9.7% | +4.1% | -13.7% | -13.7% |
| 6M | +3.9% | +30.5% | -26.5% | -11.3% |
| YTD | -37.5% | +52.2% | -89.7% | -50.4% |
| 1Y | -46.4% | +10.3% | -56.7% | -52.9% |
| 3Y | +135.9% | +180.9% | -45.0% | +43.1% |
| All | +135.9% | +187.1% | -51.2% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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