+52.5%
SOXX vs SOFI
-40.7%
+93.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.6% | -6.8% | -4.3% |
| 7D | -13.7% | +1.4% | -15.1% | -14.0% |
| 30D | -23.6% | +9.2% | -32.8% | -25.8% |
| 3M | -16.9% | -7.1% | -9.8% | -15.4% |
| 6M | -2.4% | +7.3% | -9.7% | -5.5% |
| YTD | +49.8% | -33.6% | +83.4% | +60.8% |
| 1Y | +52.5% | -40.8% | +93.3% | +68.3% |
| All | +52.5% | -40.7% | +93.2% | +68.3% |
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