-28.2%
SOFI vs RTX
+28.8%
-57.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | +0.9% | -5.2% | +6.0% | +2.4% |
| 30D | -0.2% | -9.4% | +9.2% | +2.5% |
| 3M | +6.2% | +12.3% | -6.0% | +1.1% |
| 6M | -2.6% | -3.1% | +0.6% | -3.9% |
| YTD | -30.4% | +10.7% | -41.1% | -34.6% |
| 1Y | -28.2% | +28.4% | -56.6% | -34.3% |
| All | -28.2% | +28.8% | -57.0% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling