+12.0%
SOFI vs AMRZ
-20.3%
+32.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.2% |
| 7D | -7.0% | -8.1% | +1.1% | -4.2% |
| 30D | -4.3% | -14.8% | +10.6% | +1.2% |
| 3M | +8.4% | -19.7% | +28.2% | +16.6% |
| 6M | -5.9% | -30.8% | +24.9% | +5.0% |
| YTD | -34.3% | -24.3% | -10.0% | -28.9% |
| 1Y | -32.6% | -24.0% | -8.5% | -28.5% |
| All | +12.0% | -20.3% | +32.3% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling