+42.0%
SOFI vs SLV
+127.6%
-85.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | +0.3% |
| 7D | -4.9% | -2.8% | -2.1% | -4.1% |
| 30D | -3.5% | -1.6% | -1.9% | -2.9% |
| 3M | +3.9% | -4.4% | +8.3% | +5.2% |
| 6M | -6.5% | -25.4% | +18.9% | +2.0% |
| YTD | -33.8% | -9.8% | -24.1% | -37.1% |
| 1Y | -33.3% | +53.8% | -87.1% | -51.8% |
| 3Y | +94.6% | +174.7% | -80.1% | +1.7% |
| 5Y | +13.3% | +164.3% | -151.0% | -41.3% |
| All | +42.0% | +127.6% | -85.6% | -22.2% |
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