+42.0%
SOFI vs SPY
+119.3%
-77.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | -1.2% |
| 7D | -4.9% | -0.8% | -4.2% | -3.4% |
| 30D | -3.5% | -1.1% | -2.4% | -0.9% |
| 3M | +3.9% | +3.9% | 0.0% | -3.1% |
| 6M | -6.5% | +13.6% | -20.1% | -27.2% |
| YTD | -33.8% | +12.7% | -46.5% | -47.4% |
| 1Y | -33.3% | +17.5% | -50.8% | -50.3% |
| 3Y | +94.6% | +76.9% | +17.7% | -30.6% |
| 5Y | +13.3% | +83.6% | -70.3% | -58.4% |
| All | +42.0% | +119.3% | -77.3% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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