+110.2%
T vs SOFI
+100.2%
+10.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +2.0% |
| 7D | +1.5% | -4.9% | +6.4% | +1.4% |
| 30D | +7.5% | -3.5% | +10.9% | +7.4% |
| 3M | +14.8% | +3.9% | +10.9% | +14.9% |
| 6M | -1.7% | -6.5% | +4.8% | -1.7% |
| YTD | +8.7% | -33.8% | +42.5% | +8.6% |
| 1Y | -7.5% | -33.3% | +25.8% | -7.4% |
| 3Y | +110.2% | +94.6% | +15.6% | +108.6% |
| All | +110.2% | +100.2% | +10.0% | +108.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling