+49.3%
SOFI vs SUI
-5.4%
+54.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | +0.9% | -2.8% | +3.7% | +2.6% |
| 30D | -0.2% | -1.2% | +1.0% | +0.4% |
| 3M | +6.2% | -1.7% | +8.0% | +6.0% |
| 6M | -2.6% | -10.5% | +7.9% | +3.0% |
| YTD | -30.4% | -1.8% | -28.6% | -30.9% |
| 1Y | -28.2% | -4.1% | -24.1% | -28.1% |
| 3Y | +107.3% | +11.3% | +96.0% | +83.1% |
| 5Y | +20.2% | -32.1% | +52.3% | +36.5% |
| All | +49.3% | -5.4% | +54.7% | +68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling