+15.4%
SOFI vs UNH
+1.1%
+14.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | -4.9% | -4.5% | -0.4% | -4.2% |
| 30D | -3.5% | -6.5% | +3.1% | -2.4% |
| 3M | +3.9% | -6.0% | +9.9% | +4.9% |
| 6M | -6.5% | +33.7% | -40.2% | -11.5% |
| YTD | -33.8% | +16.4% | -50.2% | -36.2% |
| 1Y | -33.3% | +10.1% | -43.4% | -35.0% |
| 3Y | +94.6% | -16.3% | +110.9% | +87.9% |
| All | +15.4% | +1.1% | +14.3% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling