-40.8%
SOFI vs RVTY
+74.0%
-114.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.5% | +6.1% | +4.8% |
| 7D | +1.4% | -3.6% | +5.0% | +3.0% |
| 30D | +9.2% | +1.4% | +7.8% | +8.4% |
| 3M | -7.1% | +43.2% | -50.3% | -22.6% |
| 6M | +7.3% | +84.5% | -77.2% | -23.3% |
| YTD | -33.6% | +65.2% | -98.8% | -51.2% |
| 1Y | -40.8% | +74.3% | -115.1% | -59.8% |
| All | -40.8% | +74.0% | -114.8% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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