+94.7%
SOFI vs URA
+116.4%
-21.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.4% | -3.0% |
| 7D | -2.9% | +5.7% | -8.6% | -5.9% |
| 30D | -4.4% | +5.6% | -9.9% | -7.1% |
| 3M | +5.2% | +6.2% | -1.0% | +1.9% |
| 6M | -7.8% | -8.2% | +0.5% | -4.3% |
| YTD | -33.8% | +9.7% | -43.5% | -39.2% |
| 1Y | -33.3% | +17.0% | -50.3% | -41.0% |
| All | +94.7% | +116.4% | -21.7% | +20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling