+359.6%
AMAT vs SOFI
+24.1%
+335.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.9% | +0.4% | -2.7% |
| 7D | +19.3% | -2.6% | +21.9% | +20.1% |
| 30D | -17.9% | +2.6% | -20.5% | -18.3% |
| 3M | -30.4% | -12.9% | -17.6% | -28.4% |
| 6M | -11.4% | -1.7% | -9.8% | -11.4% |
| YTD | +48.8% | -40.3% | +89.1% | +64.3% |
| 1Y | +66.0% | -51.5% | +117.5% | +91.2% |
| 3Y | +158.8% | +125.2% | +33.6% | +104.9% |
| 5Y | +153.2% | -31.3% | +184.5% | +119.0% |
| All | +359.6% | +24.1% | +335.4% | +271.6% |
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