+59.2%
TQQQ vs SOFI
-25.1%
+84.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.0% | +1.4% |
| 7D | +0.7% | +0.9% | -0.2% | +0.1% |
| 30D | -0.6% | -0.2% | -0.5% | -0.8% |
| 3M | -14.9% | +6.2% | -21.1% | -17.7% |
| 6M | +44.6% | -2.6% | +47.1% | +43.1% |
| YTD | +37.8% | -30.4% | +68.2% | +60.1% |
| 1Y | +59.2% | -28.2% | +87.4% | +85.5% |
| All | +59.2% | -25.1% | +84.3% | +85.5% |
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