-97.5%
SQQQ vs SOFI
+37.6%
-135.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.3% |
| 7D | +1.8% | -4.9% | +6.7% | -0.6% |
| 30D | +4.2% | -3.5% | +7.6% | +3.3% |
| 3M | -3.3% | +3.9% | -7.2% | +1.9% |
| 6M | -43.6% | -6.5% | -37.1% | -41.6% |
| YTD | -41.9% | -33.8% | -8.0% | -47.8% |
| 1Y | -50.6% | -33.3% | -17.4% | -53.3% |
| 3Y | -89.3% | +94.6% | -183.9% | -78.3% |
| 5Y | -94.8% | +13.3% | -108.1% | -86.3% |
| All | -97.5% | +37.6% | -135.1% | -93.2% |
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