+94.6%
SOFI vs SGOV
+14.4%
+80.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.7% |
| 7D | -4.9% | 0.0% | -5.0% | -4.8% |
| 30D | -3.5% | +0.3% | -3.8% | -2.7% |
| 3M | +3.9% | +0.9% | +3.0% | +6.3% |
| 6M | -6.5% | +1.8% | -8.4% | -2.8% |
| YTD | -33.8% | +2.5% | -36.4% | -30.3% |
| 1Y | -33.3% | +3.8% | -37.1% | -25.1% |
| 3Y | +94.6% | +14.4% | +80.2% | +32.3% |
| All | +94.6% | +14.4% | +80.2% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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