+26.4%
SOFI vs RSP
+90.0%
-63.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.8% |
| 7D | -4.9% | +2.4% | -7.2% | -9.4% |
| 30D | +8.4% | +4.3% | +4.2% | -0.2% |
| 3M | -16.3% | -0.3% | -16.0% | -15.1% |
| 6M | +0.7% | +9.8% | -9.1% | -16.1% |
| YTD | -41.1% | +16.8% | -57.9% | -56.9% |
| 1Y | -45.7% | +19.5% | -65.2% | -62.0% |
| 3Y | +119.0% | +65.1% | +53.9% | -12.1% |
| 5Y | -32.2% | +48.7% | -81.0% | -65.0% |
| All | +26.4% | +90.0% | -63.6% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 10y: compounded portfolio wealth divided by compounded RSP 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…
10y analysis · Full analysis span regression · 6 months rolling