+10.5%
SOFI vs SNAP
-92.8%
+103.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.2% | -1.6% | -3.0% |
| 7D | -2.9% | -5.0% | +2.2% | -1.1% |
| 30D | -4.4% | -0.7% | -3.6% | -4.5% |
| 3M | +5.2% | -5.0% | +10.2% | +5.6% |
| 6M | -7.8% | +3.5% | -11.3% | -11.2% |
| YTD | -33.8% | -34.2% | +0.4% | -26.1% |
| 1Y | -33.3% | -27.1% | -6.2% | -28.7% |
| 3Y | +102.7% | -43.5% | +146.1% | +112.2% |
| 5Y | +10.5% | -92.9% | +103.3% | +98.7% |
| All | +10.5% | -92.8% | +103.3% | +98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling