+394.5%
GLW vs SOFI
+13.2%
+381.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +2.1% |
| 7D | +16.9% | -2.9% | +19.7% | +17.4% |
| 30D | +7.0% | -4.4% | +11.3% | +7.6% |
| 3M | -3.0% | +5.2% | -8.2% | -3.9% |
| 6M | +31.0% | -7.8% | +38.8% | +31.7% |
| YTD | +93.4% | -33.8% | +127.2% | +103.8% |
| 1Y | +134.7% | -33.3% | +168.0% | +145.5% |
| 3Y | +471.8% | +102.7% | +369.1% | +398.1% |
| 5Y | +394.5% | +10.5% | +384.0% | +315.1% |
| All | +394.5% | +13.2% | +381.3% | +315.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling