+119.0%
SOFI vs WING
-23.4%
+142.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -4.9% | -2.5% | -2.4% | -4.4% |
| 30D | +8.4% | +29.5% | -21.1% | +3.0% |
| 3M | -16.3% | +40.2% | -56.5% | -22.2% |
| 6M | +0.7% | +32.7% | -32.0% | -6.3% |
| YTD | -41.1% | -32.8% | -8.3% | -37.7% |
| 1Y | -45.7% | -31.7% | -14.0% | -42.8% |
| 3Y | +119.0% | -24.7% | +143.8% | +73.8% |
| All | +119.0% | -23.4% | +142.4% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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