+478.1%
GLW vs SOFI
+100.3%
+377.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +2.3% |
| 7D | +16.9% | -2.9% | +19.7% | +17.5% |
| 30D | +7.0% | -4.4% | +11.3% | +7.7% |
| 3M | -3.0% | +5.2% | -8.2% | -4.2% |
| 6M | +31.0% | -7.8% | +38.8% | +31.7% |
| YTD | +93.4% | -33.8% | +127.2% | +106.6% |
| 1Y | +134.7% | -33.3% | +168.0% | +148.0% |
| All | +478.1% | +100.3% | +377.7% | +393.1% |
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