+47.6%
SOFI vs WM
+101.3%
-53.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | +5.6% | -0.9% | +6.5% | +5.7% |
| 30D | -2.0% | -4.3% | +2.3% | -1.8% |
| 3M | +9.2% | +0.8% | +8.4% | +8.5% |
| 6M | -4.7% | -10.8% | +6.0% | -3.6% |
| YTD | -31.2% | -0.1% | -31.2% | -31.8% |
| 1Y | -30.6% | +1.0% | -31.6% | -31.5% |
| 3Y | +110.6% | +45.1% | +65.6% | +87.3% |
| 5Y | +16.4% | +52.1% | -35.7% | +4.6% |
| All | +47.6% | +101.3% | -53.7% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling