+41.1%
SOFI vs QID
-87.5%
+128.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | +1.2% |
| 7D | -7.0% | +2.7% | -9.8% | -4.9% |
| 30D | -4.3% | +3.3% | -7.6% | -1.1% |
| 3M | +8.4% | -5.5% | +14.0% | +7.1% |
| 6M | -5.9% | -28.4% | +22.5% | -23.9% |
| YTD | -34.3% | -26.6% | -7.7% | -45.0% |
| 1Y | -32.6% | -34.1% | +1.6% | -46.2% |
| 3Y | +101.3% | -73.7% | +175.0% | +0.4% |
| 5Y | +12.6% | -80.7% | +93.2% | -32.5% |
| All | +41.1% | -87.5% | +128.6% | -41.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling