+15.4%
SOFI vs SNOW
+3.4%
+12.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.9% | +0.7% |
| 7D | -4.9% | -2.4% | -2.5% | -3.8% |
| 30D | -3.5% | -1.0% | -2.5% | -3.7% |
| 3M | +3.9% | +36.9% | -33.0% | -11.7% |
| 6M | -6.5% | +83.4% | -89.9% | -34.8% |
| YTD | -33.8% | +50.0% | -83.8% | -49.3% |
| 1Y | -33.3% | +46.5% | -79.8% | -48.5% |
| 3Y | +94.6% | +93.3% | +1.3% | +19.7% |
| All | +15.4% | +3.4% | +12.0% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling