+76.0%
AMZN vs SOFI
+99.0%
-22.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | -2.7% | -7.0% | +4.3% | -1.2% |
| 30D | -7.5% | -4.3% | -3.2% | -6.9% |
| 3M | +5.8% | +8.4% | -2.6% | +3.3% |
| 6M | +17.5% | -5.9% | +23.4% | +17.2% |
| YTD | +9.1% | -34.3% | +43.4% | +17.2% |
| 1Y | +9.4% | -32.6% | +41.9% | +15.7% |
| All | +76.0% | +99.0% | -22.9% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling