-28.2%
SOFI vs STLA
-38.0%
+9.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.8% | -1.8% |
| 7D | +0.9% | +2.6% | -1.7% | +0.4% |
| 30D | -0.2% | -1.2% | +1.1% | -0.2% |
| 3M | +6.2% | -24.8% | +31.0% | +11.3% |
| 6M | -2.6% | -25.6% | +23.0% | +2.1% |
| YTD | -30.4% | -48.9% | +18.5% | -19.3% |
| 1Y | -28.2% | -38.8% | +10.6% | -20.2% |
| All | -28.2% | -38.0% | +9.8% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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