+94.6%
SOFI vs SCHG
+86.3%
+8.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | -0.9% |
| 7D | -4.9% | -1.0% | -3.9% | -3.1% |
| 30D | -3.5% | -1.3% | -2.2% | -0.8% |
| 3M | +3.9% | +5.4% | -1.5% | -4.7% |
| 6M | -6.5% | +14.4% | -20.9% | -25.2% |
| YTD | -33.8% | +8.0% | -41.9% | -41.1% |
| 1Y | -33.3% | +12.7% | -46.0% | -43.5% |
| 3Y | +94.6% | +85.6% | +9.0% | -27.5% |
| All | +94.6% | +86.3% | +8.3% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 3y: compounded portfolio wealth divided by compounded SCHG 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…
3y analysis · Full analysis span regression · 6 months rolling