-94.8%
SQQQ vs SOFI
+13.0%
-107.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.2% |
| 7D | +1.8% | -4.9% | +6.7% | -1.1% |
| 30D | +4.2% | -3.5% | +7.6% | +3.0% |
| 3M | -3.3% | +3.9% | -7.2% | +2.9% |
| 6M | -43.6% | -6.5% | -37.1% | -41.4% |
| YTD | -41.9% | -33.8% | -8.0% | -49.5% |
| 1Y | -50.6% | -33.3% | -17.4% | -54.4% |
| 3Y | -89.3% | +94.6% | -183.9% | -74.4% |
| All | -94.8% | +13.0% | -107.8% | -82.8% |
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