+113.9%
SOXX vs SOFI
-25.1%
+139.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +4.0% |
| 7D | +2.2% | +0.9% | +1.3% | +1.8% |
| 30D | -2.0% | -0.2% | -1.9% | -2.2% |
| 3M | -13.7% | +6.2% | -19.9% | -15.6% |
| 6M | +52.4% | -2.6% | +54.9% | +50.0% |
| YTD | +72.8% | -30.4% | +103.2% | +84.2% |
| 1Y | +113.9% | -28.2% | +142.1% | +129.7% |
| All | +113.9% | -25.1% | +139.0% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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