-40.8%
SOFI vs SPOT
+0.4%
-41.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.6% | -1.0% | +3.0% |
| 7D | +1.4% | +16.6% | -15.2% | -0.8% |
| 30D | +9.2% | +29.9% | -20.8% | +4.4% |
| 3M | -7.1% | +31.3% | -38.3% | -11.6% |
| 6M | +7.3% | +43.2% | -35.9% | -1.5% |
| YTD | -33.6% | +8.1% | -41.7% | -25.6% |
| 1Y | -40.8% | -0.3% | -40.5% | -27.2% |
| All | -40.8% | +0.4% | -41.2% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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