-28.2%
SOFI vs WFC
+13.8%
-42.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.4% | -2.2% |
| 7D | +0.9% | +3.8% | -2.9% | -1.7% |
| 30D | -0.2% | +1.5% | -1.6% | -1.3% |
| 3M | +6.2% | +10.9% | -4.6% | -1.7% |
| 6M | -2.6% | +8.4% | -11.0% | -8.9% |
| YTD | -30.4% | -1.9% | -28.5% | -27.7% |
| 1Y | -28.2% | +12.3% | -40.6% | -35.2% |
| All | -28.2% | +13.8% | -42.1% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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