+12.6%
SOFI vs SHOP
-16.4%
+29.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.6% |
| 7D | -7.0% | -13.2% | +6.2% | -0.2% |
| 30D | -4.3% | -17.0% | +12.8% | +5.1% |
| 3M | +8.4% | +17.0% | -8.6% | -2.8% |
| 6M | -5.9% | -2.1% | -3.8% | -8.8% |
| YTD | -34.3% | -21.4% | -12.9% | -29.6% |
| 1Y | -32.6% | -11.0% | -21.6% | -32.3% |
| 3Y | +101.3% | +100.9% | +0.4% | +20.7% |
| 5Y | +12.6% | -14.7% | +27.3% | +1.4% |
| All | +12.6% | -16.4% | +29.0% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling