+49.3%
SOFI vs RACE
+85.0%
-35.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -0.3% |
| 7D | +0.9% | -2.5% | +3.4% | +2.7% |
| 30D | -0.2% | +0.8% | -0.9% | -0.6% |
| 3M | +6.2% | +17.2% | -10.9% | -4.6% |
| 6M | -2.6% | +13.6% | -16.2% | -11.2% |
| YTD | -30.4% | +12.2% | -42.6% | -36.9% |
| 1Y | -28.2% | -16.3% | -12.0% | -21.0% |
| 3Y | +107.3% | +36.4% | +70.8% | +35.7% |
| 5Y | +20.2% | +95.0% | -74.8% | -42.7% |
| All | +49.3% | +85.0% | -35.7% | -21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling