-28.2%
SOFI vs UNH
+33.2%
-61.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.6% | -1.4% |
| 7D | +0.9% | +1.1% | -0.2% | +0.7% |
| 30D | -0.2% | -3.8% | +3.6% | +0.6% |
| 3M | +6.2% | +0.7% | +5.5% | +6.1% |
| 6M | -2.6% | +37.9% | -40.4% | -10.8% |
| YTD | -30.4% | +21.9% | -52.3% | -36.0% |
| 1Y | -28.2% | +31.4% | -59.6% | -29.6% |
| All | -28.2% | +33.2% | -61.4% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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