-33.3%
SOFI vs TECH
+42.2%
-75.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -4.9% | -0.4% | -4.5% | -4.8% |
| 30D | -3.5% | 0.0% | -3.4% | -3.4% |
| 3M | +3.9% | +33.7% | -29.8% | -3.6% |
| 6M | -6.5% | +34.9% | -41.4% | -14.2% |
| YTD | -33.8% | +23.2% | -57.0% | -38.4% |
| 1Y | -33.3% | +36.3% | -69.6% | -33.2% |
| All | -33.3% | +42.2% | -75.4% | -33.2% |
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