+94.6%
SOFI vs SPOT
+237.0%
-142.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | +0.4% |
| 7D | -4.9% | -3.1% | -1.9% | -4.0% |
| 30D | -3.5% | +7.4% | -10.8% | -5.8% |
| 3M | +3.9% | +8.2% | -4.3% | +0.6% |
| 6M | -6.5% | +2.2% | -8.7% | -8.6% |
| YTD | -33.8% | -9.5% | -24.4% | -32.7% |
| 1Y | -33.3% | -23.8% | -9.4% | -27.7% |
| 3Y | +94.6% | +233.5% | -138.9% | +20.0% |
| All | +94.6% | +237.0% | -142.4% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling