+42.0%
SOFI vs RACE
+81.6%
-39.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.2% |
| 7D | -2.9% | -2.6% | -0.2% | -1.0% |
| 30D | -4.4% | -1.1% | -3.3% | -3.5% |
| 3M | +5.2% | +12.5% | -7.3% | -2.9% |
| 6M | -7.8% | +17.4% | -25.2% | -17.8% |
| YTD | -33.8% | +10.1% | -43.9% | -39.2% |
| 1Y | -33.3% | -15.1% | -18.1% | -27.5% |
| 3Y | +102.7% | +38.9% | +63.8% | +29.5% |
| 5Y | +10.5% | +90.7% | -80.2% | -46.6% |
| All | +42.0% | +81.6% | -39.5% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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