+16.4%
SOFI vs AMC
-99.5%
+115.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -0.5% |
| 7D | +5.6% | -0.8% | +6.4% | +5.7% |
| 30D | -2.0% | -1.2% | -0.9% | -1.9% |
| 3M | +9.2% | +42.2% | -33.1% | -2.4% |
| 6M | -4.7% | +118.8% | -123.5% | -23.4% |
| YTD | -31.2% | +64.1% | -95.3% | -41.7% |
| 1Y | -30.6% | -9.5% | -21.1% | -33.3% |
| 3Y | +110.6% | -64.3% | +175.0% | +121.5% |
| 5Y | +16.4% | -99.5% | +115.9% | +203.0% |
| All | +16.4% | -99.5% | +115.9% | +203.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling