+250.7%
TQQQ vs SOFI
+100.2%
+150.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +2.2% |
| 7D | -1.9% | -4.9% | +3.0% | +1.0% |
| 30D | -4.9% | -3.5% | -1.4% | -3.2% |
| 3M | -6.4% | +3.9% | -10.3% | -8.8% |
| 6M | +44.4% | -6.5% | +50.9% | +47.9% |
| YTD | +35.2% | -33.8% | +69.0% | +67.1% |
| 1Y | +49.5% | -33.3% | +82.8% | +81.1% |
| 3Y | +250.7% | +94.6% | +156.1% | +136.3% |
| All | +250.7% | +100.2% | +150.5% | +136.3% |
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