+448.5%
AMAT vs SOFI
+44.7%
+403.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.6% | +5.9% | +4.7% |
| 7D | -1.5% | +0.9% | -2.4% | -1.8% |
| 30D | -14.8% | -0.2% | -14.6% | -14.9% |
| 3M | -9.3% | +6.2% | -15.5% | -10.6% |
| 6M | +27.4% | -2.6% | +30.0% | +26.9% |
| YTD | +77.6% | -30.4% | +108.0% | +89.5% |
| 1Y | +188.9% | -28.2% | +217.2% | +203.7% |
| 3Y | +202.3% | +107.3% | +95.0% | +141.1% |
| 5Y | +248.9% | +20.2% | +228.7% | +177.9% |
| All | +448.5% | +44.7% | +403.8% | +328.5% |
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