+347.0%
AMAT vs SOFI
+33.0%
+314.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.3% | +8.0% | +10.6% |
| 7D | -1.1% | +0.9% | -2.0% | -1.0% |
| 30D | -26.9% | +6.0% | -32.9% | -27.8% |
| 3M | -31.2% | -8.9% | -22.3% | -29.9% |
| 6M | -14.7% | +6.3% | -21.1% | -16.2% |
| YTD | +44.7% | -36.0% | +80.7% | +57.3% |
| 1Y | +62.0% | -40.6% | +102.6% | +78.3% |
| 3Y | +165.0% | +144.5% | +20.4% | +105.9% |
| 5Y | +147.1% | -24.3% | +171.4% | +109.5% |
| All | +347.0% | +33.0% | +314.0% | +255.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling