-26.2%
UBER vs SOFI
-40.7%
+14.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.6% | +1.3% | +4.3% |
| 7D | +7.0% | +1.4% | +5.6% | +6.8% |
| 30D | +0.6% | +9.2% | -8.6% | -1.0% |
| 3M | -2.9% | -7.1% | +4.1% | -2.2% |
| 6M | -5.5% | +7.3% | -12.8% | -7.4% |
| YTD | -14.5% | -33.6% | +19.1% | -13.0% |
| 1Y | -26.2% | -40.8% | +14.6% | -23.8% |
| All | -26.2% | -40.7% | +14.5% | -23.8% |
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