+123.8%
STX vs SOFI
-40.7%
+164.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.6% | -11.8% | -9.0% |
| 7D | -20.2% | +1.4% | -21.6% | -20.4% |
| 30D | -37.2% | +9.2% | -46.4% | -38.4% |
| 3M | -34.1% | -7.1% | -27.0% | -33.3% |
| 6M | -24.5% | +7.3% | -31.7% | -25.7% |
| YTD | +102.9% | -33.6% | +136.6% | +107.8% |
| 1Y | +123.8% | -40.8% | +164.6% | +138.6% |
| All | +123.8% | -40.7% | +164.5% | +138.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling