+417.4%
AMD vs SOFI
+44.7%
+372.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.6% | +6.3% | +5.2% |
| 7D | +2.6% | +0.9% | +1.7% | +2.2% |
| 30D | -0.9% | -0.2% | -0.8% | -1.2% |
| 3M | -8.7% | +6.2% | -15.0% | -10.4% |
| 6M | +136.3% | -2.6% | +138.9% | +135.3% |
| YTD | +123.0% | -30.4% | +153.4% | +144.0% |
| 1Y | +195.2% | -28.2% | +223.4% | +219.4% |
| 3Y | +336.3% | +107.3% | +229.1% | +239.1% |
| 5Y | +334.5% | +20.2% | +314.3% | +239.1% |
| All | +417.4% | +44.7% | +372.7% | +289.9% |
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