-28.2%
SOFI vs FWONK
-4.6%
-23.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.4% |
| 7D | +0.9% | -6.2% | +7.1% | +1.5% |
| 30D | -0.2% | -0.6% | +0.4% | 0.0% |
| 3M | +6.2% | +11.1% | -4.8% | +4.8% |
| 6M | -2.6% | +11.7% | -14.3% | -3.7% |
| YTD | -30.4% | -3.1% | -27.3% | -29.6% |
| 1Y | -28.2% | -4.2% | -24.0% | -26.3% |
| All | -28.2% | -4.6% | -23.6% | -26.3% |
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