+46.4%
UBER vs SOFI
+100.2%
-53.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.4% |
| 7D | -5.4% | -4.9% | -0.5% | -4.4% |
| 30D | -4.9% | -3.5% | -1.4% | -4.4% |
| 3M | +3.0% | +3.9% | -0.9% | +1.4% |
| 6M | -4.4% | -6.5% | +2.1% | -4.4% |
| YTD | -12.3% | -33.8% | +21.6% | -6.1% |
| 1Y | -24.3% | -33.3% | +9.0% | -20.0% |
| 3Y | +46.4% | +94.6% | -48.2% | +14.8% |
| All | +46.4% | +100.2% | -53.8% | +14.8% |
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 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