+123.7%
SPY vs SOFI
+43.1%
+80.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.6% | -0.4% |
| 7D | +0.5% | +5.6% | -5.1% | -0.1% |
| 30D | -0.9% | -2.0% | +1.1% | -0.8% |
| 3M | +3.9% | +9.2% | -5.3% | +2.5% |
| 6M | +14.5% | -4.7% | +19.2% | +14.3% |
| YTD | +12.9% | -31.2% | +44.1% | +16.6% |
| 1Y | +19.4% | -30.6% | +50.0% | +22.4% |
| 3Y | +78.5% | +110.6% | -32.2% | +58.2% |
| 5Y | +81.8% | +16.4% | +65.3% | +57.9% |
| All | +123.7% | +43.1% | +80.6% | +92.9% |
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