+40.6%
GLW vs SOFI
-40.7%
+81.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.6% | -9.5% | -6.8% |
| 7D | -9.5% | +1.4% | -10.9% | -9.9% |
| 30D | -25.5% | +9.2% | -34.6% | -27.3% |
| 3M | -25.6% | -7.1% | -18.5% | -24.3% |
| 6M | -25.5% | +7.3% | -32.8% | -27.6% |
| YTD | +36.4% | -33.6% | +70.0% | +43.0% |
| 1Y | +40.6% | -40.8% | +81.4% | +51.7% |
| All | +40.6% | -40.7% | +81.3% | +51.7% |
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