+195.2%
AMD vs SOFI
-25.1%
+220.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.6% | +6.3% | +5.5% |
| 7D | +2.6% | +0.9% | +1.7% | +1.9% |
| 30D | -0.9% | -0.2% | -0.8% | -1.4% |
| 3M | -8.7% | +6.2% | -15.0% | -12.0% |
| 6M | +136.3% | -2.6% | +138.9% | +131.9% |
| YTD | +123.0% | -30.4% | +153.4% | +160.4% |
| 1Y | +195.2% | -28.2% | +223.4% | +231.7% |
| All | +195.2% | -25.1% | +220.3% | +231.7% |
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