+339.2%
GLW vs SOFI
+125.1%
+214.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -4.0% |
| 7D | +7.7% | -4.9% | +12.6% | +9.1% |
| 30D | -18.8% | +8.4% | -27.3% | -20.3% |
| 3M | -27.7% | -16.3% | -11.4% | -25.0% |
| 6M | -44.4% | +0.7% | -45.2% | -44.7% |
| YTD | +31.3% | -41.1% | +72.4% | +44.1% |
| 1Y | +40.0% | -45.7% | +85.7% | +55.9% |
| 3Y | +339.2% | +119.0% | +220.2% | +282.0% |
| All | +339.2% | +125.1% | +214.1% | +282.0% |
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 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