-40.8%
SOFI vs UUUU
-55.1%
+14.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.8% | +4.5% | +3.9% |
| 7D | +1.4% | -14.4% | +15.8% | +6.9% |
| 30D | +9.2% | -33.6% | +42.8% | +24.8% |
| 3M | -7.1% | -44.2% | +37.1% | +12.0% |
| 6M | +7.3% | -66.8% | +74.1% | +47.8% |
| YTD | -33.6% | -50.6% | +17.0% | -28.9% |
| 1Y | -40.8% | -57.8% | +17.0% | -31.3% |
| All | -40.8% | -55.1% | +14.3% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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