+47.6%
SOFI vs WING
-12.4%
+60.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | +5.6% | -0.1% | +5.8% | +5.7% |
| 30D | -2.0% | -6.0% | +4.0% | -0.6% |
| 3M | +9.2% | -23.5% | +32.6% | +17.3% |
| 6M | -4.7% | -52.0% | +47.3% | +20.3% |
| YTD | -31.2% | -53.8% | +22.6% | -13.6% |
| 1Y | -30.6% | -63.8% | +33.2% | -5.1% |
| 3Y | +110.6% | -30.8% | +141.4% | +78.7% |
| 5Y | +16.4% | -34.3% | +50.7% | -7.8% |
| All | +47.6% | -12.4% | +60.0% | +18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling