+458.2%
AMD vs SOFI
+30.0%
+428.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.0% | +13.7% | +14.4% |
| 7D | +6.5% | -2.4% | +8.9% | +7.7% |
| 30D | -15.3% | +3.6% | -18.9% | -15.8% |
| 3M | +9.7% | -9.7% | +19.4% | +13.0% |
| 6M | +13.2% | +3.9% | +9.2% | +11.8% |
| YTD | +140.6% | -37.5% | +178.0% | +172.2% |
| 1Y | +111.2% | -46.4% | +157.6% | +148.7% |
| 3Y | +334.4% | +135.9% | +198.6% | +230.8% |
| 5Y | +268.3% | -19.8% | +288.2% | +207.5% |
| All | +458.2% | +30.0% | +428.2% | +334.9% |
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