-46.7%
SOFI vs QQQM
+5.3%
-52.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -6.3% | -1.4% | +1.8% |
| 7D | -8.9% | -9.4% | +0.5% | +5.7% |
| 30D | +1.8% | -14.7% | +16.5% | +29.7% |
| 3M | -12.1% | -9.6% | -2.6% | +2.4% |
| 6M | +0.1% | -4.7% | +4.8% | +4.4% |
| YTD | -38.7% | +5.9% | -44.6% | -47.7% |
| 1Y | -46.7% | +4.5% | -51.2% | -52.0% |
| All | -46.7% | +5.3% | -52.0% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 1y: compounded portfolio wealth divided by compounded QQQM 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…
1y analysis · Full analysis span regression · 6 months rolling