+144.5%
SOFI vs AMC
-58.4%
+203.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +8.3% | -4.9% | +1.9% |
| 7D | +0.9% | +6.6% | -5.7% | -0.2% |
| 30D | +6.0% | +14.1% | -8.1% | +3.8% |
| 3M | -8.9% | +31.3% | -40.1% | -13.3% |
| 6M | +6.3% | +126.7% | -120.3% | -11.3% |
| YTD | -36.0% | +117.9% | -154.0% | -46.9% |
| 1Y | -40.6% | +41.1% | -81.7% | -46.7% |
| 3Y | +144.5% | -61.0% | +205.5% | +223.6% |
| All | +144.5% | -58.4% | +203.0% | +223.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling