+94.7%
SOFI vs USAR
+67.7%
+27.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.4% | -0.4% | -3.5% |
| 7D | -2.9% | -4.4% | +1.6% | -2.5% |
| 30D | -4.4% | -10.4% | +6.0% | -3.5% |
| 3M | +5.2% | -18.4% | +23.6% | +6.5% |
| 6M | -7.8% | -8.8% | +1.0% | -7.7% |
| YTD | -33.8% | +43.4% | -77.2% | -35.4% |
| 1Y | -33.3% | +21.0% | -54.3% | -34.2% |
| All | +94.7% | +67.7% | +27.0% | +113.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling