+15.4%
SOFI vs SSNC
+19.2%
-3.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -1.1% |
| 7D | -4.9% | -4.0% | -0.9% | -0.9% |
| 30D | -3.5% | +0.5% | -4.0% | -4.0% |
| 3M | +3.9% | +18.9% | -15.0% | -15.4% |
| 6M | -6.5% | +10.8% | -17.4% | -18.2% |
| YTD | -33.8% | -7.1% | -26.7% | -29.9% |
| 1Y | -33.3% | -9.6% | -23.7% | -27.0% |
| 3Y | +94.6% | +51.1% | +43.5% | +17.1% |
| All | +15.4% | +19.2% | -3.8% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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