+94.7%
SOFI vs ARWR
+173.2%
-78.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -0.9% | -3.0% |
| 7D | -2.9% | -3.2% | +0.4% | -2.0% |
| 30D | -4.4% | -6.5% | +2.1% | -2.7% |
| 3M | +5.2% | +12.7% | -7.5% | +1.2% |
| 6M | -7.8% | +36.2% | -44.0% | -15.9% |
| YTD | -33.8% | +24.5% | -58.3% | -38.8% |
| 1Y | -33.3% | +198.0% | -231.2% | -53.4% |
| All | +94.7% | +173.2% | -78.4% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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