+110.6%
SOFI vs RACE
+39.3%
+71.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.7% |
| 7D | +5.6% | -1.0% | +6.7% | +6.2% |
| 30D | -2.0% | -1.5% | -0.5% | -1.2% |
| 3M | +9.2% | +15.5% | -6.3% | +2.8% |
| 6M | -4.7% | +17.3% | -22.0% | -11.0% |
| YTD | -31.2% | +11.1% | -42.3% | -34.8% |
| 1Y | -30.6% | -14.3% | -16.4% | -27.1% |
| 3Y | +110.6% | +40.2% | +70.5% | +41.3% |
| All | +110.6% | +39.3% | +71.4% | +41.3% |
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