+1,530.4%
STX vs SOFI
+37.6%
+1,492.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.4% | -3.8% |
| 7D | -2.3% | -4.9% | +2.7% | -1.6% |
| 30D | -5.5% | -3.5% | -2.0% | -5.1% |
| 3M | -4.3% | +3.9% | -8.2% | -5.1% |
| 6M | +115.6% | -6.5% | +122.1% | +115.8% |
| YTD | +202.2% | -33.8% | +236.0% | +215.1% |
| 1Y | +325.3% | -33.3% | +358.6% | +340.0% |
| 3Y | +1,283.9% | +94.6% | +1,189.3% | +1,110.7% |
| 5Y | +1,048.3% | +13.3% | +1,035.0% | +874.5% |
| All | +1,530.4% | +37.6% | +1,492.8% | +1,323.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling