+82.0%
SPY vs SOFI
+9.1%
+72.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -2.0% | -7.0% | +5.0% | -1.0% |
| 30D | -1.7% | -4.3% | +2.6% | -1.2% |
| 3M | +4.7% | +8.4% | -3.7% | +3.0% |
| 6M | +12.5% | -5.9% | +18.4% | +12.4% |
| YTD | +11.7% | -34.3% | +46.0% | +17.1% |
| 1Y | +17.5% | -32.6% | +50.0% | +21.8% |
| 3Y | +76.6% | +101.3% | -24.7% | +50.7% |
| 5Y | +82.0% | +12.6% | +69.5% | +50.8% |
| All | +82.0% | +9.1% | +72.9% | +50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling