+349.4%
AMAT vs SOFI
+30.0%
+319.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.1% |
| 7D | -2.5% | -2.4% | -0.1% | -1.7% |
| 30D | -26.5% | +3.6% | -30.1% | -27.1% |
| 3M | -28.6% | -9.7% | -18.9% | -27.1% |
| 6M | -14.2% | +3.9% | -18.2% | -15.3% |
| YTD | +45.5% | -37.5% | +82.9% | +59.0% |
| 1Y | +59.3% | -46.4% | +105.7% | +79.5% |
| 3Y | +153.1% | +135.9% | +17.2% | +98.2% |
| 5Y | +158.2% | -19.8% | +178.0% | +118.0% |
| All | +349.4% | +30.0% | +319.4% | +259.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling