+0.7%
SOFI vs ARWR
-39.1%
+39.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.7% | -1.6% |
| 7D | -4.9% | -17.8% | +13.0% | -1.4% |
| 30D | +8.4% | -18.1% | +26.6% | +12.9% |
| 3M | -16.3% | -44.2% | +27.8% | -5.8% |
| 6M | +0.7% | -38.6% | +39.4% | +11.5% |
| All | +0.7% | -39.1% | +39.9% | +11.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling