+26.4%
SOFI vs SUI
-5.2%
+31.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.9% |
| 7D | -4.9% | -1.5% | -3.4% | -4.1% |
| 30D | +8.4% | +3.7% | +4.7% | +5.3% |
| 3M | -16.3% | -0.4% | -15.9% | -16.9% |
| 6M | +0.7% | -2.8% | +3.5% | +0.1% |
| YTD | -41.1% | -1.6% | -39.5% | -42.1% |
| 1Y | -45.7% | -2.1% | -43.6% | -46.5% |
| 3Y | +119.0% | +18.5% | +100.6% | +83.7% |
| 5Y | -32.2% | -26.5% | -5.7% | -23.8% |
| All | +26.4% | -5.2% | +31.5% | +41.4% |
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