-31.3%
SOFI vs RSP
+48.7%
-80.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.1% | -2.0% |
| 7D | -2.6% | +1.8% | -4.3% | -6.2% |
| 30D | +2.6% | +3.5% | -0.9% | -4.4% |
| 3M | -12.9% | +0.2% | -13.1% | -12.6% |
| 6M | -1.7% | +9.1% | -10.8% | -17.7% |
| YTD | -40.3% | +16.6% | -56.9% | -56.8% |
| 1Y | -51.5% | +17.9% | -69.4% | -65.6% |
| 3Y | +125.2% | +64.6% | +60.6% | -13.9% |
| 5Y | -31.3% | +48.4% | -79.7% | -65.6% |
| All | -31.3% | +48.7% | -80.1% | -65.6% |
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