+66.9%
AMAT vs SOFI
-51.4%
+118.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.2% |
| 7D | +11.4% | -4.9% | +16.2% | +13.7% |
| 30D | -17.0% | +8.4% | -25.5% | -18.8% |
| 3M | -30.6% | -16.3% | -14.3% | -25.8% |
| 6M | -14.9% | +0.7% | -15.7% | -15.3% |
| YTD | +44.7% | -41.1% | +85.8% | +65.2% |
| 1Y | +66.9% | -45.7% | +112.6% | +96.7% |
| All | +66.9% | -51.4% | +118.3% | +96.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling