+15.4%
SOFI vs WPM
+263.6%
-248.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.4% | -0.1% |
| 7D | -4.9% | -0.6% | -4.4% | -4.8% |
| 30D | -3.5% | +14.4% | -17.9% | -8.3% |
| 3M | +3.9% | +37.0% | -33.1% | -8.1% |
| 6M | -6.5% | +4.1% | -10.7% | -9.2% |
| YTD | -33.8% | +31.7% | -65.6% | -41.9% |
| 1Y | -33.3% | +44.2% | -77.5% | -43.9% |
| 3Y | +94.6% | +265.5% | -170.9% | +6.7% |
| All | +15.4% | +263.6% | -248.2% | -39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling