+33.4%
SOFI vs AMC
-84.5%
+117.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.5% |
| 7D | -6.4% | -2.8% | -3.5% | -6.2% |
| 30D | +6.8% | +14.0% | -7.2% | +6.0% |
| 3M | -9.5% | +42.5% | -52.0% | -11.6% |
| 6M | +0.1% | +142.6% | -142.5% | -6.3% |
| YTD | -37.9% | +119.2% | -157.1% | -41.6% |
| 1Y | -47.4% | +40.7% | -88.2% | -49.3% |
| 3Y | +134.4% | -57.3% | +191.7% | +134.4% |
| 5Y | -29.2% | -99.1% | +70.0% | -22.5% |
| All | +33.4% | -84.5% | +117.8% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling