-33.3%
SOFI vs UL
-9.2%
-24.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.8% |
| 7D | -4.9% | -3.4% | -1.5% | -5.7% |
| 30D | -3.5% | +0.5% | -3.9% | -3.3% |
| 3M | +3.9% | +7.2% | -3.3% | +6.4% |
| 6M | -6.5% | -3.1% | -3.5% | -10.4% |
| YTD | -33.8% | -2.7% | -31.1% | -36.7% |
| 1Y | -33.3% | -10.2% | -23.0% | -37.8% |
| All | -33.3% | -9.2% | -24.1% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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