+1,048.0%
STX vs SOFI
+13.0%
+1,035.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.4% | -3.8% |
| 7D | -2.3% | -4.9% | +2.7% | -1.4% |
| 30D | -5.5% | -3.5% | -2.0% | -5.0% |
| 3M | -4.3% | +3.9% | -8.2% | -5.3% |
| 6M | +115.6% | -6.5% | +122.1% | +115.8% |
| YTD | +202.2% | -33.8% | +236.0% | +219.5% |
| 1Y | +325.3% | -33.3% | +358.6% | +344.6% |
| 3Y | +1,283.9% | +94.6% | +1,189.3% | +1,037.0% |
| All | +1,048.0% | +13.0% | +1,035.1% | +806.7% |
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