+47.6%
TSLA vs SOFI
+13.0%
+34.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +3.2% | -4.9% | +8.1% | +5.3% |
| 30D | +11.6% | -3.5% | +15.0% | +13.1% |
| 3M | -8.4% | +3.9% | -12.3% | -10.3% |
| 6M | -10.4% | -6.5% | -3.9% | -9.6% |
| YTD | -18.7% | -33.8% | +15.1% | -6.5% |
| 1Y | -0.9% | -33.3% | +32.4% | +11.7% |
| 3Y | +33.6% | +94.6% | -61.0% | -7.2% |
| All | +47.6% | +13.0% | +34.6% | +9.0% |
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