+26.4%
SOFI vs SLV
+72.8%
-46.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.6% |
| 7D | -4.9% | -5.8% | +1.0% | -2.8% |
| 30D | +8.4% | -12.1% | +20.6% | +13.5% |
| 3M | -16.3% | -24.1% | +7.8% | -7.8% |
| 6M | +0.7% | -44.4% | +45.1% | +22.3% |
| YTD | -41.1% | -31.5% | -9.6% | -38.4% |
| 1Y | -45.7% | -6.9% | -38.7% | -51.4% |
| 3Y | +119.0% | +116.0% | +3.0% | +24.4% |
| 5Y | -32.2% | +88.4% | -120.7% | -60.3% |
| All | +26.4% | +72.8% | -46.4% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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