+42.0%
SOFI vs SPXU
-92.6%
+134.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.1% | -1.1% |
| 7D | -4.9% | +2.5% | -7.4% | -3.2% |
| 30D | -3.5% | +4.2% | -7.6% | +0.1% |
| 3M | +3.9% | -9.3% | +13.2% | -0.6% |
| 6M | -6.5% | -30.7% | +24.2% | -23.6% |
| YTD | -33.8% | -28.1% | -5.7% | -43.7% |
| 1Y | -33.3% | -35.2% | +2.0% | -45.2% |
| 3Y | +94.6% | -79.9% | +174.5% | -3.1% |
| 5Y | +13.3% | -86.4% | +99.7% | -34.8% |
| All | +42.0% | -92.6% | +134.5% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling