+42.0%
SOFI vs SHOP
+13.2%
+28.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.3% |
| 7D | -4.9% | -11.2% | +6.3% | +1.0% |
| 30D | -3.5% | -14.4% | +10.9% | +4.5% |
| 3M | +3.9% | +16.6% | -12.7% | -7.0% |
| 6M | -6.5% | -0.6% | -6.0% | -10.3% |
| YTD | -33.8% | -20.0% | -13.9% | -29.8% |
| 1Y | -33.3% | -11.2% | -22.1% | -33.0% |
| 3Y | +94.6% | +99.5% | -4.9% | +14.9% |
| 5Y | +13.3% | -13.2% | +26.5% | -1.9% |
| All | +42.0% | +13.2% | +28.8% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 10y: compounded portfolio wealth divided by compounded SHOP 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…
10y analysis · Full analysis span regression · 6 months rolling