+465.6%
AMAT vs SOFI
+37.6%
+427.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.8% | +2.9% | 0.0% |
| 7D | +6.9% | -2.9% | +9.8% | +7.6% |
| 30D | -10.1% | -4.4% | -5.7% | -9.4% |
| 3M | -6.0% | +5.2% | -11.2% | -7.2% |
| 6M | +38.6% | -7.8% | +46.4% | +39.8% |
| YTD | +83.1% | -33.8% | +116.9% | +97.6% |
| 1Y | +188.3% | -33.3% | +221.6% | +208.0% |
| 3Y | +225.3% | +102.7% | +122.6% | +161.0% |
| 5Y | +262.0% | +10.5% | +251.5% | +192.6% |
| All | +465.6% | +37.6% | +427.9% | +346.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling