+122.4%
GLW vs SOFI
-32.8%
+155.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.8% |
| 7D | +7.8% | -4.9% | +12.8% | +9.2% |
| 30D | -0.4% | -3.5% | +3.0% | +0.2% |
| 3M | -5.6% | +3.9% | -9.5% | -6.6% |
| 6M | +26.7% | -6.5% | +33.3% | +26.0% |
| YTD | +91.0% | -33.8% | +124.9% | +100.0% |
| 1Y | +122.4% | -33.3% | +155.7% | +136.0% |
| All | +122.4% | -32.8% | +155.2% | +136.0% |
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