+47.6%
SOFI vs WELL
+323.9%
-276.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.6% | -1.3% |
| 7D | +5.6% | -1.3% | +6.9% | +6.2% |
| 30D | -2.0% | +0.5% | -2.5% | -2.3% |
| 3M | +9.2% | +19.1% | -9.9% | +0.9% |
| 6M | -4.7% | +17.0% | -21.7% | -12.0% |
| YTD | -31.2% | +29.2% | -60.4% | -39.6% |
| 1Y | -30.6% | +42.1% | -72.8% | -42.2% |
| 3Y | +110.6% | +204.5% | -93.9% | +20.5% |
| 5Y | +16.4% | +211.0% | -194.6% | -36.5% |
| All | +47.6% | +323.9% | -276.3% | +3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling