-33.3%
SOFI vs SHOP
-9.3%
-23.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.1% |
| 7D | -4.9% | -11.2% | +6.3% | -0.2% |
| 30D | -3.5% | -14.4% | +10.9% | +2.9% |
| 3M | +3.9% | +16.6% | -12.7% | -5.5% |
| 6M | -6.5% | -0.6% | -6.0% | -9.3% |
| YTD | -33.8% | -20.0% | -13.9% | -27.2% |
| 1Y | -33.3% | -11.2% | -22.1% | -25.7% |
| All | -33.3% | -9.3% | -23.9% | -25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling