+12.6%
SOFI vs SLV
+157.7%
-145.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.6% | +1.1% |
| 7D | -7.0% | -5.0% | -2.0% | -5.4% |
| 30D | -4.3% | -1.8% | -2.5% | -3.6% |
| 3M | +8.4% | -0.3% | +8.7% | +8.3% |
| 6M | -5.9% | -28.2% | +22.3% | +3.8% |
| YTD | -34.3% | -10.7% | -23.5% | -37.6% |
| 1Y | -32.6% | +53.7% | -86.3% | -52.2% |
| 3Y | +101.3% | +173.7% | -72.4% | +0.3% |
| 5Y | +12.6% | +161.5% | -148.9% | -42.5% |
| All | +12.6% | +157.7% | -145.2% | -42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling