+95.5%
AMD vs SOFI
-40.7%
+136.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.6% | -0.7% |
| 7D | -15.5% | +1.4% | -16.9% | -15.9% |
| 30D | -22.6% | +9.2% | -31.8% | -25.8% |
| 3M | -5.7% | -7.1% | +1.3% | -3.1% |
| 6M | +43.1% | +7.3% | +35.8% | +36.1% |
| YTD | +128.2% | -33.6% | +161.8% | +166.8% |
| 1Y | +95.5% | -40.8% | +136.3% | +139.2% |
| All | +95.5% | -40.7% | +136.1% | +139.2% |
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