+47.6%
SOFI vs TECH
-6.3%
+54.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +5.6% | +0.2% | +5.5% | +5.5% |
| 30D | -2.0% | +0.1% | -2.2% | -2.1% |
| 3M | +9.2% | +37.5% | -28.3% | -11.6% |
| 6M | -4.7% | +34.6% | -39.3% | -24.0% |
| YTD | -31.2% | +23.5% | -54.7% | -42.8% |
| 1Y | -30.6% | +34.4% | -65.0% | -46.7% |
| 3Y | +110.6% | +2.3% | +108.4% | +87.1% |
| 5Y | +16.4% | -41.7% | +58.1% | +59.7% |
| All | +47.6% | -6.3% | +54.0% | +48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling