+34.9%
QCOM vs SOFI
+24.1%
+10.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.9% | +4.3% | +1.1% |
| 7D | +13.0% | -2.6% | +15.6% | +13.6% |
| 30D | +0.2% | +2.6% | -2.4% | -0.3% |
| 3M | +9.2% | -12.9% | +22.1% | +11.9% |
| 6M | -15.0% | -1.7% | -13.3% | -15.3% |
| YTD | +5.2% | -40.3% | +45.5% | +14.4% |
| 1Y | +2.4% | -51.5% | +53.8% | +15.4% |
| 3Y | +52.0% | +125.2% | -73.3% | +23.1% |
| 5Y | +19.7% | -31.3% | +51.1% | +3.1% |
| All | +34.9% | +24.1% | +10.8% | +8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling