+94.6%
SOFI vs QQQM
+94.0%
+0.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | -0.9% |
| 7D | -4.9% | -0.6% | -4.4% | -4.0% |
| 30D | -3.5% | -1.2% | -2.3% | -1.1% |
| 3M | +3.9% | -0.1% | +4.0% | +4.0% |
| 6M | -6.5% | +18.0% | -24.5% | -30.1% |
| YTD | -33.8% | +16.7% | -50.5% | -49.5% |
| 1Y | -33.3% | +23.0% | -56.3% | -52.5% |
| 3Y | +94.6% | +93.3% | +1.3% | -32.7% |
| All | +94.6% | +94.0% | +0.6% | -32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling