+41.1%
SOFI vs RMD
+8.3%
+32.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -7.0% | -4.2% | -2.8% | -5.1% |
| 30D | -4.3% | -2.1% | -2.2% | -3.3% |
| 3M | +8.4% | +13.8% | -5.3% | +0.9% |
| 6M | -5.9% | -10.6% | +4.7% | -1.6% |
| YTD | -34.3% | -8.1% | -26.2% | -32.6% |
| 1Y | -32.6% | -18.0% | -14.6% | -26.9% |
| 3Y | +101.3% | +52.9% | +48.4% | +49.5% |
| 5Y | +12.6% | -22.3% | +34.8% | +9.3% |
| All | +41.1% | +8.3% | +32.7% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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