+94.6%
SOFI vs YUM
+17.9%
+76.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +0.9% |
| 7D | -4.9% | -6.1% | +1.1% | -4.3% |
| 30D | -3.5% | -5.8% | +2.4% | -2.9% |
| 3M | +3.9% | -7.6% | +11.5% | +4.6% |
| 6M | -6.5% | -9.1% | +2.6% | -5.7% |
| YTD | -33.8% | -5.5% | -28.3% | -34.3% |
| 1Y | -33.3% | -3.7% | -29.6% | -34.2% |
| 3Y | +94.6% | +17.8% | +76.8% | +63.6% |
| All | +94.6% | +17.9% | +76.7% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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