-28.2%
SOFI vs U
+6.4%
-34.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | +0.9% | -3.8% | +4.7% | +2.3% |
| 30D | -0.2% | +17.5% | -17.6% | -6.2% |
| 3M | +6.2% | +38.7% | -32.5% | -6.2% |
| 6M | -2.6% | +104.4% | -107.0% | -24.2% |
| YTD | -30.4% | -5.7% | -24.7% | -31.7% |
| 1Y | -28.2% | +3.7% | -31.9% | -33.0% |
| All | -28.2% | +6.4% | -34.6% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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