+41.1%
SOFI vs UNH
+21.5%
+19.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.5% |
| 7D | -7.0% | -3.2% | -3.9% | -6.5% |
| 30D | -4.3% | -3.5% | -0.8% | -3.8% |
| 3M | +8.4% | -4.2% | +12.6% | +9.2% |
| 6M | -5.9% | +38.3% | -44.2% | -11.3% |
| YTD | -34.3% | +19.2% | -53.5% | -36.8% |
| 1Y | -32.6% | +15.0% | -47.5% | -34.7% |
| 3Y | +101.3% | -14.5% | +115.8% | +95.2% |
| 5Y | +12.6% | +4.6% | +8.0% | +7.0% |
| All | +41.1% | +21.5% | +19.6% | +23.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling