+112.6%
SOFI vs SUI
+13.6%
+99.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | +0.9% | -2.8% | +3.7% | +2.2% |
| 30D | -0.2% | -1.2% | +1.0% | +0.3% |
| 3M | +6.2% | -1.7% | +8.0% | +5.9% |
| 6M | -2.6% | -10.5% | +7.9% | +2.3% |
| YTD | -30.4% | -1.8% | -28.6% | -30.9% |
| 1Y | -28.2% | -4.1% | -24.1% | -28.1% |
| All | +112.6% | +13.6% | +99.0% | +88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling