+122.0%
SOFI vs URA
+37.6%
+84.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.8% | -0.1% | -1.7% |
| 7D | -2.6% | +4.5% | -7.0% | -5.1% |
| 30D | +2.6% | -13.4% | +16.0% | +11.7% |
| 3M | -12.9% | -28.4% | +15.5% | +5.3% |
| 6M | -1.7% | -40.5% | +38.8% | +30.6% |
| YTD | -40.3% | -24.3% | -16.0% | -32.6% |
| 1Y | -51.5% | -28.8% | -22.6% | -43.2% |
| All | +122.0% | +37.6% | +84.4% | +79.8% |
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