+438.8%
GLW vs SOFI
+36.7%
+402.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.1% |
| 7D | +11.7% | -7.0% | +18.7% | +12.8% |
| 30D | +2.7% | -4.3% | +6.9% | +3.1% |
| 3M | -2.8% | +8.4% | -11.3% | -3.9% |
| 6M | +20.2% | -5.9% | +26.1% | +20.4% |
| YTD | +87.3% | -34.3% | +121.5% | +95.3% |
| 1Y | +119.6% | -32.6% | +152.2% | +127.3% |
| 3Y | +453.7% | +101.3% | +352.4% | +400.9% |
| 5Y | +376.1% | +12.6% | +363.5% | +321.4% |
| All | +438.8% | +36.7% | +402.1% | +373.5% |
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