+42.0%
SOFI vs SUI
-8.1%
+50.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -3.0% |
| 7D | -2.9% | -4.3% | +1.4% | -0.3% |
| 30D | -4.4% | -2.1% | -2.2% | -3.2% |
| 3M | +5.2% | -6.1% | +11.3% | +8.0% |
| 6M | -7.8% | -12.8% | +5.0% | -1.0% |
| YTD | -33.8% | -4.6% | -29.2% | -33.2% |
| 1Y | -33.3% | -7.7% | -25.6% | -31.6% |
| 3Y | +102.7% | +10.9% | +91.7% | +78.9% |
| 5Y | +10.5% | -32.4% | +42.9% | +27.7% |
| All | +42.0% | -8.1% | +50.1% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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