+42.0%
SOFI vs URA
+237.7%
-195.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.9% | +2.6% |
| 7D | -4.9% | -5.5% | +0.6% | -1.7% |
| 30D | -3.5% | -3.7% | +0.2% | -1.1% |
| 3M | +3.9% | -2.9% | +6.8% | +5.9% |
| 6M | -6.5% | -15.2% | +8.7% | +2.3% |
| YTD | -33.8% | +1.9% | -35.7% | -37.0% |
| 1Y | -33.3% | +6.9% | -40.2% | -38.7% |
| 3Y | +94.6% | +99.6% | -5.0% | +13.1% |
| 5Y | +13.3% | +101.2% | -87.9% | -36.6% |
| All | +42.0% | +237.7% | -195.7% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling