+48.9%
QCOM vs SOFI
+136.6%
-87.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.8% |
| 7D | +5.5% | -2.4% | +7.9% | +6.4% |
| 30D | -1.1% | +3.6% | -4.7% | -1.9% |
| 3M | +7.6% | -9.7% | +17.2% | +9.9% |
| 6M | -20.1% | +3.9% | -24.0% | -21.4% |
| YTD | +3.0% | -37.5% | +40.5% | +13.0% |
| 1Y | +3.2% | -46.4% | +49.6% | +16.9% |
| 3Y | +48.9% | +135.9% | -87.0% | +18.1% |
| All | +48.9% | +136.6% | -87.7% | +18.1% |
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