+470.3%
AMAT vs SOFI
+43.1%
+427.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.1% | +4.2% |
| 7D | +7.0% | +5.6% | +1.4% | +5.6% |
| 30D | -12.2% | -2.0% | -10.2% | -12.0% |
| 3M | -3.8% | +9.2% | -13.0% | -5.9% |
| 6M | +45.9% | -4.7% | +50.6% | +46.1% |
| YTD | +84.6% | -31.2% | +115.8% | +97.5% |
| 1Y | +193.4% | -30.6% | +224.0% | +210.7% |
| 3Y | +228.1% | +110.6% | +117.4% | +160.9% |
| 5Y | +268.9% | +16.4% | +252.5% | +195.2% |
| All | +470.3% | +43.1% | +427.3% | +346.7% |
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