+10.5%
SOFI vs RSP
+50.2%
-39.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.8% | -1.7% |
| 7D | -2.9% | -1.8% | -1.0% | +1.2% |
| 30D | -4.4% | -2.5% | -1.8% | +1.5% |
| 3M | +5.2% | +3.0% | +2.2% | -0.9% |
| 6M | -7.8% | +8.9% | -16.7% | -22.6% |
| YTD | -33.8% | +13.0% | -46.8% | -48.9% |
| 1Y | -33.3% | +16.2% | -49.5% | -51.2% |
| 3Y | +102.7% | +52.7% | +50.0% | -9.5% |
| 5Y | +10.5% | +50.5% | -40.0% | -44.0% |
| All | +10.5% | +50.2% | -39.7% | -44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling