+39.0%
UBER vs SOFI
+37.6%
+1.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.8% | +1.0% | -1.9% |
| 7D | -7.0% | -2.9% | -4.2% | -6.4% |
| 30D | -8.9% | -4.4% | -4.5% | -8.2% |
| 3M | +1.0% | +5.2% | -4.2% | -1.1% |
| 6M | -3.7% | -7.8% | +4.0% | -3.4% |
| YTD | -13.0% | -33.8% | +20.8% | -6.1% |
| 1Y | -25.5% | -33.3% | +7.7% | -20.8% |
| 3Y | +50.5% | +102.7% | -52.2% | +12.9% |
| 5Y | +76.2% | +10.5% | +65.7% | +34.9% |
| All | +39.0% | +37.6% | +1.3% | -0.2% |
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