-40.8%
SOFI vs TECH
+19.5%
-60.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +9.2% | +0.2% | +9.0% | +9.1% |
| 3M | -7.1% | +1.0% | -8.1% | -7.3% |
| 6M | +7.3% | +33.3% | -26.0% | -3.7% |
| YTD | -33.6% | +24.2% | -57.8% | -41.6% |
| 1Y | -40.8% | +19.7% | -60.5% | -46.2% |
| All | -40.8% | +19.5% | -60.3% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling