+26.4%
SOFI vs AMC
-85.2%
+111.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -1.2% |
| 7D | -4.9% | +3.5% | -8.4% | -5.1% |
| 30D | +8.4% | +12.5% | -4.0% | +7.7% |
| 3M | -16.3% | +23.6% | -39.9% | -17.5% |
| 6M | +0.7% | +144.4% | -143.6% | -5.7% |
| YTD | -41.1% | +108.3% | -149.4% | -44.5% |
| 1Y | -45.7% | +38.9% | -84.6% | -47.6% |
| 3Y | +119.0% | -58.9% | +177.9% | +119.6% |
| 5Y | -32.2% | -99.2% | +66.9% | -25.7% |
| All | +26.4% | -85.2% | +111.6% | +57.2% |
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