+41.1%
SOFI vs WMB
+365.6%
-324.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +1.1% |
| 7D | -7.0% | -1.7% | -5.4% | -6.2% |
| 30D | -4.3% | +0.7% | -5.0% | -5.3% |
| 3M | +8.4% | +1.5% | +6.9% | +5.7% |
| 6M | -5.9% | +0.1% | -6.0% | -8.4% |
| YTD | -34.3% | +22.9% | -57.2% | -44.9% |
| 1Y | -32.6% | +27.9% | -60.4% | -45.5% |
| 3Y | +101.3% | +139.1% | -37.9% | +13.0% |
| 5Y | +12.6% | +270.9% | -258.4% | -45.6% |
| All | +41.1% | +365.6% | -324.6% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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