+26.4%
SOFI vs USB
+66.5%
-40.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.0% |
| 7D | -4.9% | +2.6% | -7.5% | -6.6% |
| 30D | +8.4% | +8.4% | 0.0% | +2.3% |
| 3M | -16.3% | -5.5% | -10.8% | -12.8% |
| 6M | +0.7% | +17.7% | -17.0% | -11.0% |
| YTD | -41.1% | +17.6% | -58.7% | -47.9% |
| 1Y | -45.7% | +33.9% | -79.6% | -56.5% |
| 3Y | +119.0% | +103.8% | +15.2% | +38.7% |
| 5Y | -32.2% | +25.6% | -57.8% | -48.3% |
| All | +26.4% | +66.5% | -40.1% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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