-46.7%
SOFI vs FWONK
+7.3%
-53.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +7.7% | -15.4% | -8.4% |
| 7D | -8.9% | +15.0% | -23.9% | -10.6% |
| 30D | +1.8% | +11.5% | -9.7% | +0.2% |
| 3M | -12.1% | +10.9% | -23.0% | -13.4% |
| 6M | +0.1% | +21.9% | -21.8% | -2.8% |
| YTD | -38.7% | +8.1% | -46.9% | -37.5% |
| 1Y | -46.7% | +5.0% | -51.7% | -42.7% |
| All | -46.7% | +7.3% | -53.9% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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