+47.6%
SOFI vs WFC
+230.9%
-183.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.1% | +0.4% |
| 7D | +5.6% | +1.1% | +4.6% | +4.9% |
| 30D | -2.0% | +0.8% | -2.8% | -2.8% |
| 3M | +9.2% | +9.3% | -0.1% | +2.3% |
| 6M | -4.7% | +10.6% | -15.3% | -12.2% |
| YTD | -31.2% | -4.1% | -27.1% | -29.9% |
| 1Y | -30.6% | +13.6% | -44.2% | -36.8% |
| 3Y | +110.6% | +130.7% | -20.1% | +28.7% |
| 5Y | +16.4% | +126.7% | -110.3% | -25.7% |
| All | +47.6% | +230.9% | -183.2% | -13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling