+58.4%
AMZN vs SOFI
+37.6%
+20.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.8% | +2.0% | -1.1% |
| 7D | -1.0% | -2.9% | +1.8% | -0.5% |
| 30D | -9.2% | -4.4% | -4.9% | -8.7% |
| 3M | +3.4% | +5.2% | -1.9% | +1.9% |
| 6M | +18.2% | -7.8% | +26.0% | +18.5% |
| YTD | +9.3% | -33.8% | +43.2% | +15.9% |
| 1Y | +5.9% | -33.3% | +39.2% | +11.4% |
| 3Y | +82.6% | +102.7% | -20.1% | +51.1% |
| 5Y | +44.9% | +10.5% | +34.4% | +16.1% |
| All | +58.4% | +37.6% | +20.8% | +27.0% |
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