-40.8%
SOFI vs SE
-48.0%
+7.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.5% | -0.8% | +2.1% |
| 7D | +1.4% | +6.7% | -5.3% | -0.7% |
| 30D | +9.2% | -17.2% | +26.4% | +15.9% |
| 3M | -7.1% | -28.0% | +21.0% | +2.5% |
| 6M | +7.3% | -6.1% | +13.4% | +6.6% |
| YTD | -33.6% | -37.1% | +3.5% | -22.6% |
| 1Y | -40.8% | -48.8% | +7.9% | -20.5% |
| All | -40.8% | -48.0% | +7.2% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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