+132.8%
SOFI vs RDDT
+235.7%
-102.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -0.9% | +0.2% |
| 7D | -4.9% | +2.1% | -7.1% | -5.6% |
| 30D | -3.5% | +2.8% | -6.3% | -4.9% |
| 3M | +3.9% | -8.9% | +12.8% | +4.4% |
| 6M | -6.5% | +15.1% | -21.6% | -13.2% |
| YTD | -33.8% | -31.4% | -2.5% | -29.0% |
| 1Y | -33.3% | -39.4% | +6.2% | -26.5% |
| All | +132.8% | +235.7% | -102.9% | +70.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling