+58.5%
AMAT vs SOFI
-42.4%
+100.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.3% | +8.0% | +10.1% |
| 7D | -1.1% | +0.9% | -2.0% | -1.0% |
| 30D | -26.9% | +6.0% | -32.9% | -28.1% |
| 3M | -31.2% | -8.9% | -22.3% | -28.9% |
| 6M | -14.7% | +6.3% | -21.1% | -17.0% |
| YTD | +44.7% | -36.0% | +80.7% | +60.0% |
| All | +58.5% | -42.4% | +100.9% | +84.8% |
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 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