+51.2%
TSLA vs SOFI
+37.6%
+13.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | +1.2% |
| 7D | +3.0% | -2.9% | +5.9% | +4.1% |
| 30D | +11.2% | -4.4% | +15.5% | +12.8% |
| 3M | -7.3% | +5.2% | -12.5% | -9.1% |
| 6M | -7.7% | -7.8% | 0.0% | -6.5% |
| YTD | -18.2% | -33.8% | +15.6% | -8.0% |
| 1Y | +6.0% | -33.3% | +39.3% | +17.5% |
| 3Y | +48.0% | +102.7% | -54.7% | +10.8% |
| 5Y | +46.2% | +10.5% | +35.7% | +12.3% |
| All | +51.2% | +37.6% | +13.6% | +14.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling