+49.3%
SOFI vs URA
+257.3%
-207.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -2.1% |
| 7D | +0.9% | +1.1% | -0.2% | +0.3% |
| 30D | -0.2% | +7.4% | -7.6% | -4.3% |
| 3M | +6.2% | -8.4% | +14.6% | +12.1% |
| 6M | -2.6% | -12.7% | +10.1% | +4.4% |
| YTD | -30.4% | +7.8% | -38.2% | -35.8% |
| 1Y | -28.2% | +19.5% | -47.7% | -38.3% |
| 3Y | +107.3% | +116.4% | -9.1% | +14.7% |
| 5Y | +20.2% | +134.3% | -114.1% | -37.8% |
| All | +49.3% | +257.3% | -207.9% | -39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling