+18.9%
IWM vs SOFI
-40.7%
+59.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.6% | -2.1% | +0.8% |
| 7D | +1.0% | +1.4% | -0.4% | +0.7% |
| 30D | +0.2% | +9.2% | -8.9% | -1.7% |
| 3M | -5.6% | -7.1% | +1.4% | -4.6% |
| 6M | +2.7% | +7.3% | -4.6% | +0.1% |
| YTD | +16.2% | -33.6% | +49.8% | +21.8% |
| 1Y | +18.9% | -40.8% | +59.8% | +26.9% |
| All | +18.9% | -40.7% | +59.6% | +26.9% |
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