+12.6%
SOFI vs TECH
-42.4%
+54.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -7.0% | -0.5% | -6.5% | -6.7% |
| 30D | -4.3% | 0.0% | -4.3% | -4.3% |
| 3M | +8.4% | +37.4% | -29.0% | -11.8% |
| 6M | -5.9% | +36.9% | -42.8% | -25.5% |
| YTD | -34.3% | +23.1% | -57.4% | -45.1% |
| 1Y | -32.6% | +42.2% | -74.8% | -50.0% |
| 3Y | +101.3% | +1.9% | +99.3% | +80.2% |
| 5Y | +12.6% | -42.9% | +55.5% | +65.7% |
| All | +12.6% | -42.4% | +54.9% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling