+93.4%
SOFI vs WPM
+259.8%
-166.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.0% | +0.7% |
| 7D | -7.0% | -3.6% | -3.4% | -5.8% |
| 30D | -4.3% | +12.5% | -16.8% | -8.3% |
| 3M | +8.4% | +40.6% | -32.2% | -4.4% |
| 6M | -5.9% | +0.5% | -6.4% | -7.6% |
| YTD | -34.3% | +29.0% | -63.3% | -41.6% |
| 1Y | -32.6% | +43.8% | -76.4% | -42.9% |
| All | +93.4% | +259.8% | -166.4% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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