+28.1%
SOFI vs URI
+406.6%
-378.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -3.3% |
| 7D | -2.6% | +9.3% | -11.9% | -8.0% |
| 30D | +2.6% | +7.6% | -5.0% | -2.0% |
| 3M | -12.9% | +1.0% | -13.9% | -13.9% |
| 6M | -1.7% | +19.8% | -21.5% | -13.9% |
| YTD | -40.3% | +41.9% | -82.2% | -55.8% |
| 1Y | -51.5% | +33.4% | -84.9% | -62.3% |
| 3Y | +125.2% | +156.0% | -30.8% | +9.6% |
| 5Y | -31.3% | +209.5% | -240.9% | -71.9% |
| All | +28.1% | +406.6% | -378.5% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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