+12.6%
SOFI vs WFC
+124.5%
-112.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.5% |
| 7D | -7.0% | +0.3% | -7.3% | -7.3% |
| 30D | -4.3% | +2.3% | -6.6% | -6.4% |
| 3M | +8.4% | +9.8% | -1.3% | +0.2% |
| 6M | -5.9% | +15.6% | -21.5% | -17.7% |
| YTD | -34.3% | -2.4% | -31.8% | -33.8% |
| 1Y | -32.6% | +13.8% | -46.4% | -39.8% |
| 3Y | +101.3% | +134.6% | -33.4% | +6.8% |
| 5Y | +12.6% | +127.9% | -115.4% | -37.4% |
| All | +12.6% | +124.5% | -112.0% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling