+110.6%
SOFI vs ROIV
+253.6%
-143.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +18.8% | -19.9% | -8.3% |
| 7D | +5.6% | +20.2% | -14.5% | -2.5% |
| 30D | -2.0% | +14.1% | -16.2% | -7.7% |
| 3M | +9.2% | +45.6% | -36.4% | -7.0% |
| 6M | -4.7% | +44.1% | -48.8% | -18.9% |
| YTD | -31.2% | +91.2% | -122.4% | -48.4% |
| 1Y | -30.6% | +221.3% | -251.9% | -58.7% |
| 3Y | +110.6% | +229.2% | -118.6% | +10.7% |
| All | +110.6% | +253.6% | -143.0% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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