+277.7%
GLW vs SOFI
+22.5%
+255.2%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -4.1% |
| 7D | +7.7% | -4.9% | +12.6% | +8.5% |
| 30D | -18.8% | +8.4% | -27.3% | -19.7% |
| 3M | -27.7% | -16.3% | -11.4% | -26.1% |
| 6M | -44.4% | +0.7% | -45.2% | -44.6% |
| YTD | +31.3% | -41.1% | +72.4% | +38.9% |
| 1Y | +40.0% | -45.7% | +85.7% | +49.4% |
| 3Y | +339.2% | +119.0% | +220.2% | +297.5% |
| 5Y | +229.2% | -32.2% | +261.4% | +199.1% |
| All | +277.7% | +22.5% | +255.2% | +236.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling