+68.3%
T vs SOFI
+9.1%
+59.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.6% |
| 7D | -2.4% | -7.0% | +4.6% | -2.3% |
| 30D | +4.3% | -4.3% | +8.6% | +4.4% |
| 3M | +11.6% | +8.4% | +3.1% | +11.2% |
| 6M | -5.6% | -5.9% | +0.3% | -5.6% |
| YTD | +6.6% | -34.3% | +40.8% | +7.6% |
| 1Y | -8.4% | -32.6% | +24.2% | -7.8% |
| 3Y | +107.8% | +101.3% | +6.6% | +96.8% |
| 5Y | +68.3% | +12.6% | +55.7% | +52.2% |
| All | +68.3% | +9.1% | +59.2% | +52.2% |
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