+34.2%
SOFI vs ROIV
+304.6%
-270.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.5% | -2.6% |
| 7D | -2.4% | +14.3% | -16.7% | -6.0% |
| 30D | +3.6% | +16.2% | -12.6% | -0.6% |
| 3M | -9.7% | +15.1% | -24.8% | -13.8% |
| 6M | +3.9% | +44.2% | -40.3% | -7.2% |
| YTD | -37.5% | +89.8% | -127.3% | -48.5% |
| 1Y | -46.4% | +94.6% | -141.0% | -56.2% |
| 3Y | +135.9% | +367.5% | -231.7% | +52.6% |
| 5Y | -19.8% | +421.4% | -441.2% | -57.9% |
| All | +34.2% | +304.6% | -270.4% | -16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling