+106.2%
SOFI vs QQQI
+57.7%
+48.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | -1.1% |
| 7D | -4.9% | -0.3% | -4.6% | -4.3% |
| 30D | -3.5% | -0.3% | -3.2% | -2.6% |
| 3M | +3.9% | +1.3% | +2.6% | +1.2% |
| 6M | -6.5% | +11.5% | -18.0% | -24.8% |
| YTD | -33.8% | +11.3% | -45.1% | -46.5% |
| 1Y | -33.3% | +16.9% | -50.2% | -49.9% |
| All | +106.2% | +57.7% | +48.5% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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