+49.3%
SOFI vs SYF
+159.2%
-109.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | +0.9% | +2.4% | -1.5% | -0.8% |
| 30D | -0.2% | +0.8% | -1.0% | -0.7% |
| 3M | +6.2% | +13.4% | -7.2% | -3.6% |
| 6M | -2.6% | +16.3% | -18.9% | -13.1% |
| YTD | -30.4% | -3.0% | -27.4% | -29.4% |
| 1Y | -28.2% | +5.7% | -33.9% | -31.5% |
| 3Y | +107.3% | +160.1% | -52.8% | +5.3% |
| 5Y | +20.2% | +88.5% | -68.3% | -32.4% |
| All | +49.3% | +159.2% | -109.9% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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