+94.6%
SOFI vs SHOP
+103.2%
-8.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.2% |
| 7D | -4.9% | -11.2% | +6.3% | +0.5% |
| 30D | -3.5% | -14.4% | +10.9% | +3.8% |
| 3M | +3.9% | +16.6% | -12.7% | -6.1% |
| 6M | -6.5% | -0.6% | -6.0% | -9.8% |
| YTD | -33.8% | -20.0% | -13.9% | -29.6% |
| 1Y | -33.3% | -11.2% | -22.1% | -32.6% |
| 3Y | +94.6% | +99.5% | -4.9% | +38.9% |
| All | +94.6% | +103.2% | -8.6% | +38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling