-3.7%
UBER vs SOFI
-5.5%
+1.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.8% | +1.0% | -2.0% |
| 7D | -7.0% | -2.9% | -4.2% | -6.5% |
| 30D | -8.9% | -4.4% | -4.5% | -8.4% |
| 3M | +1.0% | +5.2% | -4.2% | -1.2% |
| 6M | -3.7% | -7.8% | +4.0% | -1.7% |
| All | -3.7% | -5.5% | +1.7% | -1.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling