+9.7%
AMZN vs SOFI
-25.1%
+34.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.2% |
| 7D | -3.0% | +0.9% | -3.9% | -3.2% |
| 30D | -5.2% | -0.2% | -5.0% | -5.4% |
| 3M | +1.9% | +6.2% | -4.4% | -0.2% |
| 6M | +19.2% | -2.6% | +21.8% | +17.7% |
| YTD | +12.0% | -30.4% | +42.4% | +18.6% |
| 1Y | +9.7% | -28.2% | +37.9% | +14.7% |
| All | +9.7% | -25.1% | +34.8% | +14.7% |
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