+34.2%
SOFI vs RACE
+87.6%
-53.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.7% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | +3.6% | +6.6% | -3.0% | -0.7% |
| 3M | -9.7% | +2.2% | -11.9% | -10.9% |
| 6M | +3.9% | +22.4% | -18.4% | -9.9% |
| YTD | -37.5% | +13.8% | -51.3% | -43.9% |
| 1Y | -46.4% | +2.2% | -48.6% | -48.0% |
| 3Y | +135.9% | +25.6% | +110.2% | +68.8% |
| 5Y | -19.8% | +71.0% | -90.8% | -58.6% |
| All | +34.2% | +87.6% | -53.5% | -29.8% |
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