+63.3%
IWM vs SOFI
+100.3%
-37.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.4% | -0.5% |
| 7D | -1.1% | -2.9% | +1.7% | -0.5% |
| 30D | -3.1% | -4.4% | +1.2% | -2.3% |
| 3M | +2.2% | +5.2% | -3.0% | +0.2% |
| 6M | +15.1% | -7.8% | +22.8% | +15.4% |
| YTD | +18.6% | -33.8% | +52.4% | +28.1% |
| 1Y | +24.0% | -33.3% | +57.3% | +31.8% |
| All | +63.3% | +100.3% | -37.0% | +23.2% |
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