+164.3%
EWY vs SOFI
-25.1%
+189.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.6% | +6.2% | +5.1% |
| 7D | +4.8% | +0.9% | +3.9% | +4.4% |
| 30D | +11.7% | -0.2% | +11.8% | +11.6% |
| 3M | -7.4% | +6.2% | -13.6% | -9.4% |
| 6M | +40.6% | -2.6% | +43.1% | +38.3% |
| YTD | +94.3% | -30.4% | +124.7% | +99.7% |
| 1Y | +164.3% | -28.2% | +192.5% | +175.1% |
| All | +164.3% | -25.1% | +189.4% | +175.1% |
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