+42.0%
SOFI vs WEC
+38.7%
+3.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | -4.9% | -0.6% | -4.4% | -5.0% |
| 30D | -3.5% | -2.6% | -0.8% | -3.6% |
| 3M | +3.9% | -6.0% | +9.9% | +3.7% |
| 6M | -6.5% | -5.4% | -1.1% | -6.7% |
| YTD | -33.8% | +2.5% | -36.3% | -33.9% |
| 1Y | -33.3% | -0.7% | -32.6% | -33.3% |
| 3Y | +94.6% | +38.7% | +55.9% | +94.7% |
| 5Y | +13.3% | +31.7% | -18.4% | +17.4% |
| All | +42.0% | +38.7% | +3.3% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling