+49.3%
SOFI vs SLV
+134.2%
-84.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.1% |
| 7D | +0.9% | -0.3% | +1.2% | +1.1% |
| 30D | -0.2% | +6.7% | -6.9% | -2.2% |
| 3M | +6.2% | -10.7% | +16.9% | +10.1% |
| 6M | -2.6% | -20.6% | +18.0% | +4.1% |
| YTD | -30.4% | -7.1% | -23.3% | -34.4% |
| 1Y | -28.2% | +62.0% | -90.2% | -49.2% |
| 3Y | +107.3% | +169.8% | -62.5% | +10.1% |
| 5Y | +20.2% | +161.5% | -141.3% | -37.4% |
| All | +49.3% | +134.2% | -84.9% | -18.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling