-45.7%
SOFI vs WMB
+17.3%
-63.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.4% |
| 7D | -4.9% | +7.8% | -12.7% | -4.5% |
| 30D | +8.4% | -5.1% | +13.5% | +7.5% |
| 3M | -16.3% | -4.7% | -11.6% | -16.9% |
| 6M | +0.7% | -7.4% | +8.1% | +0.2% |
| YTD | -41.1% | +17.5% | -58.6% | -46.0% |
| 1Y | -45.7% | +19.5% | -65.2% | -50.2% |
| All | -45.7% | +17.3% | -63.0% | -50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling