+6.7%
AMZN vs SOFI
-40.7%
+47.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.6% | +2.5% | +5.5% |
| 7D | +4.5% | +1.4% | +3.1% | +4.2% |
| 30D | +5.8% | +9.2% | -3.4% | +4.0% |
| 3M | -4.1% | -7.1% | +3.0% | -3.3% |
| 6M | -2.2% | +7.3% | -9.5% | -4.4% |
| YTD | +15.3% | -33.6% | +48.9% | +20.3% |
| 1Y | +6.7% | -40.8% | +47.5% | +13.5% |
| All | +6.7% | -40.7% | +47.4% | +13.5% |
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