-33.3%
SOFI vs SNOW
+45.5%
-78.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.9% | +0.7% |
| 7D | -4.9% | -2.4% | -2.5% | -4.2% |
| 30D | -3.5% | -1.0% | -2.5% | -3.5% |
| 3M | +3.9% | +36.9% | -33.0% | -6.2% |
| 6M | -6.5% | +83.4% | -89.9% | -22.6% |
| YTD | -33.8% | +50.0% | -83.8% | -41.6% |
| 1Y | -33.3% | +46.5% | -79.8% | -38.3% |
| All | -33.3% | +45.5% | -78.8% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 1y: compounded portfolio wealth divided by compounded SNOW 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…
1y analysis · Full analysis span regression · 6 months rolling