+15.4%
SOFI vs UUUU
+79.1%
-63.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +2.2% |
| 7D | -4.9% | -10.5% | +5.6% | -1.7% |
| 30D | -3.5% | -10.5% | +7.0% | -0.1% |
| 3M | +3.9% | -14.1% | +18.0% | +8.5% |
| 6M | -6.5% | -35.5% | +28.9% | +4.5% |
| YTD | -33.8% | -10.9% | -22.9% | -35.8% |
| 1Y | -33.3% | +3.4% | -36.6% | -41.3% |
| 3Y | +94.6% | +73.1% | +21.5% | +24.6% |
| All | +15.4% | +79.1% | -63.7% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling