-40.8%
SOFI vs ZBRA
+25.3%
-66.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +3.4% |
| 7D | +1.4% | -13.6% | +15.0% | +5.8% |
| 30D | +9.2% | -11.5% | +20.7% | +13.1% |
| 3M | -7.1% | -9.9% | +2.8% | -4.4% |
| 6M | +7.3% | +48.6% | -41.3% | -8.8% |
| YTD | -33.6% | +36.9% | -70.5% | -44.3% |
| 1Y | -40.8% | +27.7% | -68.5% | -46.2% |
| All | -40.8% | +25.3% | -66.1% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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