+42.0%
SOFI vs WSM
+394.0%
-352.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.1% |
| 7D | -4.9% | -0.5% | -4.4% | -4.7% |
| 30D | -3.5% | -7.7% | +4.3% | +0.2% |
| 3M | +3.9% | +3.8% | +0.1% | +2.0% |
| 6M | -6.5% | +22.7% | -29.2% | -15.2% |
| YTD | -33.8% | +28.0% | -61.8% | -41.4% |
| 1Y | -33.3% | +12.7% | -46.0% | -37.5% |
| 3Y | +94.6% | +231.3% | -136.7% | +3.6% |
| 5Y | +13.3% | +177.2% | -163.9% | -39.2% |
| All | +42.0% | +394.0% | -352.0% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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