+93.4%
SOFI vs SNOW
+98.3%
-4.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -7.0% | -7.5% | +0.5% | -4.1% |
| 30D | -4.3% | -1.3% | -3.0% | -4.3% |
| 3M | +8.4% | +37.4% | -29.0% | -5.1% |
| 6M | -5.9% | +88.1% | -94.0% | -29.9% |
| YTD | -34.3% | +50.3% | -84.6% | -46.3% |
| 1Y | -32.6% | +46.0% | -78.6% | -44.3% |
| All | +93.4% | +98.3% | -4.9% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling