+337.1%
SOXX vs SOFI
+37.6%
+299.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.7% |
| 7D | +1.4% | -4.9% | +6.3% | +2.5% |
| 30D | -3.6% | -3.5% | -0.1% | -3.0% |
| 3M | -10.2% | +3.9% | -14.1% | -11.2% |
| 6M | +54.2% | -6.5% | +60.8% | +54.9% |
| YTD | +75.2% | -33.8% | +109.1% | +89.1% |
| 1Y | +107.5% | -33.3% | +140.8% | +121.7% |
| 3Y | +226.8% | +94.6% | +132.2% | +166.4% |
| 5Y | +251.2% | +13.3% | +237.9% | +183.6% |
| All | +337.1% | +37.6% | +299.5% | +242.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling