+48.5%
AMZN vs SOFI
+13.0%
+35.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.8% |
| 7D | -0.7% | -4.9% | +4.3% | +0.5% |
| 30D | -3.9% | -3.5% | -0.5% | -3.4% |
| 3M | +6.3% | +3.9% | +2.4% | +4.7% |
| 6M | +20.8% | -6.5% | +27.3% | +20.7% |
| YTD | +11.2% | -33.8% | +45.1% | +19.8% |
| 1Y | +11.7% | -33.3% | +44.9% | +18.9% |
| 3Y | +79.4% | +94.6% | -15.2% | +39.1% |
| All | +48.5% | +13.0% | +35.6% | +8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling