+478.6%
AMD vs SOFI
+22.5%
+456.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.3% | -7.4% | -8.4% |
| 7D | +18.9% | -4.9% | +23.8% | +20.7% |
| 30D | -6.4% | +8.4% | -14.9% | -8.3% |
| 3M | +10.6% | -16.3% | +26.9% | +16.4% |
| 6M | +19.9% | +0.7% | +19.2% | +19.6% |
| YTD | +149.4% | -41.1% | +190.5% | +187.1% |
| 1Y | +115.4% | -45.7% | +161.1% | +153.2% |
| 3Y | +357.3% | +119.0% | +238.2% | +255.6% |
| 5Y | +261.1% | -32.2% | +293.4% | +211.0% |
| All | +478.6% | +22.5% | +456.1% | +358.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling