+119.0%
SOFI vs STLA
-77.1%
+196.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.9% |
| 7D | -4.9% | -13.8% | +8.9% | +0.7% |
| 30D | +8.4% | -10.5% | +19.0% | +13.0% |
| 3M | -16.3% | -28.9% | +12.5% | -5.3% |
| 6M | +0.7% | -49.7% | +50.5% | +29.8% |
| YTD | -41.1% | -64.9% | +23.8% | -13.4% |
| 1Y | -45.7% | -64.0% | +18.3% | -21.7% |
| 3Y | +119.0% | -77.4% | +196.5% | +265.1% |
| All | +119.0% | -77.1% | +196.2% | +265.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling