+93.4%
SOFI vs WELL
+201.0%
-107.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -7.0% | -2.2% | -4.8% | -6.2% |
| 30D | -4.3% | +4.7% | -9.0% | -5.9% |
| 3M | +8.4% | +11.9% | -3.5% | +3.0% |
| 6M | -5.9% | +14.3% | -20.2% | -12.3% |
| YTD | -34.3% | +28.4% | -62.6% | -43.2% |
| 1Y | -32.6% | +42.3% | -74.9% | -46.0% |
| All | +93.4% | +201.0% | -107.6% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 3y: compounded portfolio wealth divided by compounded WELL 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…
3y analysis · Full analysis span regression · 6 months rolling