+82.7%
SOFI vs USAR
+53.8%
+28.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +0.9% |
| 7D | -4.9% | -11.6% | +6.7% | -3.9% |
| 30D | -3.5% | -15.5% | +12.0% | -2.1% |
| 3M | +3.9% | -31.0% | +34.9% | +6.6% |
| 6M | -6.5% | -26.2% | +19.7% | -5.1% |
| YTD | -33.8% | +30.8% | -64.6% | -34.9% |
| 1Y | -33.3% | +7.1% | -40.4% | -33.6% |
| 3Y | +94.6% | +53.0% | +41.6% | +112.2% |
| All | +82.7% | +53.8% | +28.9% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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