-40.8%
SOFI vs AMRZ
-11.5%
-29.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.2% | -1.6% | +1.4% |
| 7D | +1.4% | +10.3% | -8.9% | -3.0% |
| 30D | +9.2% | +18.7% | -9.5% | +1.4% |
| 3M | -7.1% | -14.6% | +7.6% | -1.7% |
| 6M | +7.3% | -12.9% | +20.2% | +12.1% |
| YTD | -33.6% | -17.4% | -16.3% | -32.3% |
| 1Y | -40.8% | -12.3% | -28.5% | -43.5% |
| All | -40.8% | -11.5% | -29.3% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling