-9.1%
T vs SOFI
-25.1%
+16.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -2.0% |
| 7D | -1.3% | +0.9% | -2.2% | -1.2% |
| 30D | +11.4% | -0.2% | +11.5% | +11.4% |
| 3M | +14.3% | +6.2% | +8.1% | +14.8% |
| 6M | -9.3% | -2.6% | -6.7% | -9.0% |
| YTD | +7.1% | -30.4% | +37.5% | +6.6% |
| 1Y | -9.1% | -28.2% | +19.1% | -8.4% |
| All | -9.1% | -25.1% | +16.0% | -8.4% |
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