-33.3%
SOFI vs USAR
+13.1%
-46.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +1.2% |
| 7D | -4.9% | -11.6% | +6.7% | -2.7% |
| 30D | -3.5% | -15.5% | +12.0% | -0.4% |
| 3M | +3.9% | -31.0% | +34.9% | +9.8% |
| 6M | -6.5% | -26.2% | +19.7% | -3.9% |
| YTD | -33.8% | +30.8% | -64.6% | -38.1% |
| 1Y | -33.3% | +7.1% | -40.4% | -31.5% |
| All | -33.3% | +13.1% | -46.4% | -31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling