+222.9%
EWY vs SOFI
+100.2%
+122.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.6% | +3.1% |
| 7D | -0.1% | -4.9% | +4.9% | +1.0% |
| 30D | +7.3% | -3.5% | +10.8% | +8.0% |
| 3M | -5.1% | +3.9% | -9.0% | -5.9% |
| 6M | +42.1% | -6.5% | +48.6% | +43.2% |
| YTD | +94.1% | -33.8% | +128.0% | +105.5% |
| 1Y | +147.8% | -33.3% | +181.1% | +159.9% |
| 3Y | +222.9% | +94.6% | +128.3% | +180.3% |
| All | +222.9% | +100.2% | +122.7% | +180.3% |
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