+94.7%
SOFI vs SE
+178.2%
-83.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | -2.3% |
| 7D | -2.9% | -3.6% | +0.8% | -1.5% |
| 30D | -4.4% | -5.3% | +0.9% | -3.1% |
| 3M | +5.2% | +28.1% | -22.9% | -5.2% |
| 6M | -7.8% | +20.7% | -28.4% | -15.6% |
| YTD | -33.8% | -14.8% | -19.0% | -31.6% |
| 1Y | -33.3% | -43.6% | +10.3% | -19.3% |
| All | +94.7% | +178.2% | -83.5% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling