+42.0%
SOFI vs SU
+401.8%
-359.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | -4.9% | +2.2% | -7.2% | -5.6% |
| 30D | -3.5% | +8.4% | -11.9% | -5.9% |
| 3M | +3.9% | +12.1% | -8.2% | -0.5% |
| 6M | -6.5% | +19.7% | -26.2% | -13.7% |
| YTD | -33.8% | +58.4% | -92.3% | -45.1% |
| 1Y | -33.3% | +67.2% | -100.5% | -45.8% |
| 3Y | +94.6% | +125.0% | -30.4% | +41.0% |
| 5Y | +13.3% | +355.1% | -341.8% | -33.0% |
| All | +42.0% | +401.8% | -359.8% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 all: compounded portfolio wealth divided by compounded SU 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…
all analysis · Full analysis span regression · 6 months rolling