+47.6%
SOFI vs WEC
+41.0%
+6.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.2% | -1.1% |
| 7D | +5.6% | +0.8% | +4.8% | +5.7% |
| 30D | -2.0% | +0.3% | -2.4% | -2.0% |
| 3M | +9.2% | -2.9% | +12.1% | +9.0% |
| 6M | -4.7% | -5.9% | +1.2% | -4.8% |
| YTD | -31.2% | +4.1% | -35.4% | -31.3% |
| 1Y | -30.6% | +3.1% | -33.8% | -30.6% |
| 3Y | +110.6% | +40.8% | +69.9% | +110.9% |
| 5Y | +16.4% | +31.7% | -15.3% | +17.9% |
| All | +47.6% | +41.0% | +6.7% | +49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling