-6.5%
SOFI vs RDDT
+16.8%
-23.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -0.9% | +0.1% |
| 7D | -4.9% | +2.1% | -7.1% | -5.7% |
| 30D | -3.5% | +2.8% | -6.3% | -5.2% |
| 3M | +3.9% | -8.9% | +12.8% | +3.6% |
| 6M | -6.5% | +15.1% | -21.6% | -16.8% |
| All | -6.5% | +16.8% | -23.4% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 6mo: compounded portfolio wealth divided by compounded RDDT 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…
6mo analysis · Full analysis span regression · 6 months rolling