+131.1%
SOFI vs RACE
+26.1%
+105.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -6.4% | -3.9% | -2.5% | -4.7% |
| 30D | +6.8% | +6.8% | 0.0% | +4.0% |
| 3M | -9.5% | +1.3% | -10.9% | -9.9% |
| 6M | +0.1% | +26.3% | -26.2% | -8.7% |
| YTD | -37.9% | +13.8% | -51.7% | -41.4% |
| 1Y | -47.4% | -0.5% | -47.0% | -47.7% |
| All | +131.1% | +26.1% | +105.0% | +102.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling