+41.1%
SOFI vs SNAP
-89.1%
+130.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.0% | -4.6% | -2.1% |
| 7D | -7.0% | -3.2% | -3.9% | -6.0% |
| 30D | -4.3% | +0.2% | -4.5% | -4.8% |
| 3M | +8.4% | +2.6% | +5.8% | +5.9% |
| 6M | -5.9% | +12.4% | -18.3% | -12.1% |
| YTD | -34.3% | -31.6% | -2.7% | -27.5% |
| 1Y | -32.6% | -21.7% | -10.9% | -29.7% |
| 3Y | +101.3% | -41.2% | +142.5% | +107.9% |
| 5Y | +12.6% | -92.6% | +105.1% | +103.9% |
| All | +41.1% | -89.1% | +130.1% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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