+42.0%
SOFI vs QID
-87.8%
+129.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | -0.8% |
| 7D | -4.9% | +1.3% | -6.2% | -3.9% |
| 30D | -3.5% | +2.9% | -6.4% | -0.5% |
| 3M | +3.9% | -0.7% | +4.6% | +6.5% |
| 6M | -6.5% | -29.7% | +23.1% | -25.5% |
| YTD | -33.8% | -27.9% | -6.0% | -45.5% |
| 1Y | -33.3% | -34.6% | +1.3% | -47.0% |
| 3Y | +94.6% | -73.5% | +168.1% | -2.6% |
| 5Y | +13.3% | -81.0% | +94.3% | -33.1% |
| All | +42.0% | -87.8% | +129.7% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling