+47.6%
SOFI vs USB
+69.0%
-21.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.1% |
| 7D | +5.6% | +2.1% | +3.5% | +4.1% |
| 30D | -2.0% | -2.3% | +0.3% | -0.4% |
| 3M | +9.2% | +13.9% | -4.7% | -1.0% |
| 6M | -4.7% | +21.6% | -26.3% | -17.8% |
| YTD | -31.2% | +19.3% | -50.5% | -39.9% |
| 1Y | -30.6% | +33.6% | -64.2% | -44.1% |
| 3Y | +110.6% | +97.7% | +12.9% | +35.1% |
| 5Y | +16.4% | +40.4% | -24.0% | -14.4% |
| All | +47.6% | +69.0% | -21.3% | -2.2% |
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